CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. Migrate Thunderbird MBOX to PST file

    If anyone requires the device that Migrate Thunderbird MBOX to PST file by utilizing best software that name is eSoftTools MBOX Converter tool, it can give best facilities to users for transfer from Thunderbird to PST file. It can auto-detect the Thunderbird MBOX file location for exporting in PST format. It can also give a free demo in which the first 25 items of Thunderbird MBOX accounts turn into outlook without any modifications in its order.

    Read more:- https://www.esofttools.com/blog/how-to-migrate-thunderbird-to-outlook-365/

    1 vote
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Thunderbird to Outlook converter software

    If you are exploring the most helpful Thunderbird to Outlook converter software, then just go on google and search about eSoftTools Thunderbird MBOX converter software, This software easily converts your Thunderbird file in Outlook PST file, without wasting too much data. It can also offer to move Thunderbird emails in multiple forms like- PST, EML, EMLX, YAHOO, OFFICE 365, GMAIL, MSG, AND HTML files.

    Read more:- https://www.esofttools.com/thunderbird-to-outlook-converter.html

    1 vote
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  3. Simple email link to household without archiving

    Have just a simple email link to a household from outlook vs the full archive. A free feature that other CRM's utilize would be helpful instead of needing the archive features at an additional cost.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Reduce bold size font in saved emails

    Reduce font when saving Redtail email to Notes in CRM.

    Whenever I type an email from the CRM email address and save it as a note, it saves it in a HUGE BOLD font. Can this be made smaller?

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. spam

    Even though email to/from clients show up in the client record, ALL email to/from an advisor is being archived INCLUDING JUNK/SPAM. We get tons of junk, why can't we exclude the junk folder from archiving (if something is removed from the junk folder, it should be archived).

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. email reporting

    Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.

    8 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. EDB to PST Converter

    Examine out this utility to make free Exchange EDB recovery outwardly giving data among any third party named as EDB to PST Converter software. With that software, users can convert EDB files into many different working formats such as EMLX, EML, MSG, HTML, and PST. Download the software by hitting the given link.

    To Know More:- https://www.sysinspire.com/edb-to-pst-converter/

    1 vote
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  8. Save and email to different records. Example

    Allianz sends me be a proposal on a client. I want that email to be saved to the clients record. I realize it will be saved under Allianz because the system will match up the emails, however, the option to copy the email to other records is extremely important! This is the only reason I am staying with Advisor's Assistant. In Advisor's Assistant I am able to save the record to multiple client records.

    7 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automated Birthday Email

    Automatically sends an email to the client and wishes them a happy Birthday

    5 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Create activity from an email

    Can you give us a little box at the bottom of the email window that would allow us to create an activity automatically from the email we're sending?

    9 votes
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  11. Email history tooltip/info note that informs users email history can be delayed up to 24 hours

    an Email history tooltip/info note , in the email history tab, that informs users email history can be delayed up to 24 hours. This way, people are not confused as to why their email history is not showing up

    6 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Email Tracking

    All emails sent through Redtail should be able to be tracked for legal requirements. For now, only broadcast emails appear to get tracked.

    1 vote
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  13. It would be really nice when you receive an email notification of an activity being created or updated that you could click on a link in the

    It would be really nice when you receive an email notification of an activity being created or updated that you could click on a link in the email and be redirected to the actual activity in RT.

    4 votes
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  14. A toggle button for time zones in Zimbra somewhere quickly accessible

    My partner has homes in different time zones and frequently travels to others. There have been many scheduling issues due to the system having one time zone and her local time is different. Something like A toggle button somewhere accessible in Zimbra

    1 vote
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  15. email selection flag should remain while viewing a different email

    email selection flag should remain while viewing a different email
    If selecting emails to delete, ,move or other if you happen to click on an email all the emails selected flags are removed.

    3 votes
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  16. add a shortcut to add a contact from an email

    add a shortcut to add a contact from an email

    7 votes
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  17. Is there a way to only see recent client contact e-mails within Redtail?

    Currently I am unable to filter e-mails to and from my contact clients in Redtail. When I go to Redtail, scroll to reports then filter, all e-mails within last 30 days for example, I generate a list of all my e-mails from vendors, advertisement etc. Would like a way to filter only e-mails from my clients that have an e-mail address listed in contacts.

    Thank You,

    2 votes
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  18. Provide archiving rules and exemptions with compliance filtering

    We like having the ability to see emails sent from all advisors to any client, however there is no way to exempt our spam emails, or filter out internal staff emails that should be kept private. We've deleted our emails from contact records, but b/c they are tied to our user profiles, they still filter in. The email history is filtered with junk email and multiple threads of the same message when multiple users are CC'd. My CCO is still using Global Relay for compliance b/c there's nothing to help filter for a keyword or other parameters that are essential.…

    12 votes
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  19. Print Option in Email History

    Internal option for email history.

    4 votes
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  20. Save all emails as notes

    Currently, we can manually choose to save the emails we send through the CRM or set up the templates to automatically check the box to save. Can we look at adding a preference where every single email we send through the CRM automatically has the "Save As Note" box checked? Thanks!

    9 votes
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