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. Export Exchange Mailbox to PST

    Shoviv Exchange Server Backup and Restore Tool is the best tool for Exchange backup. Shoviv Exchange Backup software provides a lot of functionality with easy to do software processing. It provides backup of Exchange mailboxes in PST file format and allows backup of multiple mailboxes at once without any restrictions.

    For more info - https://www.shoviv.com/exchange-server-backup.html

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. create

    Create the option to receive an email notification/ reminder for the task on assigns themselves.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Turn off the Email tab on Today view

    The email privacy issue is really significant. I'm requesting programers turn off the Email tab on Today view for all but me. Yes I realize that I can make all users Non-email Admins, but that completely defeats the purpose of paying to archive email on client history when the point is to share correspondence on client records across the whole team.

    We have removed ALL team member email addresses (including mine) from Redtail to avoid archiving private emails on their records. But the Email Tab on Today view will still contain messages that are not intended for everyone.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. email journaling

    Our former CRM system Wealthbox allowed us to seamlessly journal emails from microsoft office once they connected. How come Redtail cant? Why is it so difficult to connect microsoft office? We would gladly pay to have it easier.

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. fmg suite email

    Please add the feature to archive the emails that are sent out through Marketing Central like they used to in C2C through FMG Suite before the changeover.

    2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. making emails private

    Would like be able to make an email 'private' so only the recipient gets to view its contents.
    I can't believe such a feature doesn't already exist in this software, especially considering security requirements we must follow.
    thank you.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Have the ability to attach an email to another contact besides the contact that the email is sent to.

    If I send an email to a company in reference to a client, the email is archived under the company. I need the ability to manually attach the email to the client also, so that the email will show up under the client. What I have to do now is create an activity, link it to both the company and the client, and copy the email to the activity - so it will show up in the notes of both the company and the client.

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

    There are many well-programmed software available to export MBOX data files to Windows Outlook but few tools are effective on all MBOX files. To make it trusted, simple, and well manner use MailsDaddy MBOX to PST Converter. This is a powerful solution to convert MBOX data to PST, Office 365, EML, MSG, HTML, MHTML, and many other given formats. The software has lots of advanced features that help the user to move single or bulk emails from MBOX to PST format. Users can also use this tool on multiple email clients such as Gmail, Apple Mail, Thunderbird, Postbox, Entourage, etc.

    1 vote
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    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Import PST to Office 365

    There are many solutions to transfer Outlook data to Office 365; MailsDaddy PST to Office 365 Migration Tool is one solution that provides conversion of unlimited mailbox migration from PST to Exchange Online. User can easily download the software and import archive, ANSI, password-protected and UNICODE PST file to Office 365 account. This smart solution never loses its integrity and always maintains the 100% accuracy. It always ensures the PST data alignment and keeps them in their original position. The tool provides the free demo to use and upload PST to O365. Download Now: https://www.mailsdaddy.com/pst-to-office-365-migration-tool/

    1 vote
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Upload OST file to Office 365

    MailsDaddy OST to Office 365 Migration Tool designed with the powerful algorithms by expert software developers. It helps in moving all the data of the Outlook OST file into Exchange Online Archive, Primary & Shared mailbox. It has many advanced functionalities, simple interface, powerful options to upload OST file to Office 365. This cloud-based tool supports Exchange Server, Hotmail, and IMAP OSTs to Exchange Online without much effort and saves a lot of time. It facilitates offering direct data conversion from OST to O365 account.

    Read more: http://www.psttooffice365.com/ost-to-office-365-migration-tool.php

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Office 365 Backup

    MailsDaddy Office 365 Backup Tool is a well-developed O365 Export PST solution that is easily downloadable in Windows OS. It simply backup the small or large Exchange Online mailbox data into Outlook PST format without any restriction. A finest Office 365 Backup software, which provides users more than one export option to migrate Office 365 to PST. A highly recommendable application to export office 365 mailbox to PST file format. Free download the Office 365 PST Export tool and backup O365 to PST.

    Know more: https://www.mailsdaddy.com/office-365-backup/

    1 vote
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. NSF to PST Converter

    If users wish to move NSF data files to Outlook PST and require an easy solution lacking losing any data. Shoviv software would advise users to try the third-party tool (Shoviv NSF to PST Converter Tool). Shoviv NSF to PST Converter Tool is most excellent for NSF to PST Conversion. I also used Shoviv NSF to PST Converter Tool and it provides the various features and converts the data exact and without error approach. I always recommend this tool to all seekers.

    Important highlights of the tool

    1:- Convert NSF data in bulkiness into EML, MSG, and PST formats.
    2:-…

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Email Templates and Attachments

    Email Template ability to attach file
    We use email templates to send confirmation emails to clients and we have to drag a document containing map, agenda etc. If would be beneficial if we can attach the document at the template level

    12 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Enhance Birthday Features

    We would like to be able to search by date. We send birthday messages out it can be tedious if we have a lot on one day. It would be nice to be able to use the email template and broadcast mail to send multiple emails at one time.

    or if on the dashboard we had a link to allow us to send to birthday greetings.

    Lastly, we would like to be able to schedule email (ie birthday) so that we can continue to service clients whose birthdays fall on the weekend.

    This is a great client service options we…

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. EMAIL archive needs to be in real time to serve sales team not just service team

    the email history needs to be in real time rather than 24 hour delay.... a delay like this is fine if you have already earned the account, just coasting, where my customer service person or myself might be leisurely floating though the accounts seeing who we can bless today but in a firefight, with another firm, trying to earn the account, the sales team needs to know closer to real time what was said and by who in email. Notes are in real time and no one questions why thats important so seriously, lets get this email archive current so…

    10 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Linking and emails

    It would be nice to have the emails also show up in the notes section so you do not have to jump back in forth from the email section to the notes section in a Redtail contact page when reviewing a clients data. Also, it would be nice to be able to link notes you have already written (existing notes) to activities and opportunities while you are in the activity or opportunity. You can link them from going to the notes and creating a follow up, but you can't pull up existing notes when in an activity or opportunity. And…

    15 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Exporting Email History in Bulk Actions

    Option to be able to export Email History in bulk actions.
    OR
    Add an option to filter for category, status, etc, within the Email History Reports tab.

    25 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Clickable in Email

    When a notification is emailed, it should have a corresponding link in the email to click to take you directly to the task/activity.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Email viewing permissions

    Huge Email security risk. I have seen Redtail's "NOT PLANNED" response. At a minimum this deserves much more attention than Redtail seems to be giving it, if data security should be Redtail's top priority.

    I am the DB Admin. A new DB user was initially given email admin rights so she could see emails I sent to contacts before hiring her. The new user added me as a contact. She can now see my entire email history. After removing the email admin rights for this user the Email history was still viewable. We removed my email address from the contact…

    12 votes
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    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. client meeting notification email

    Act4Advisors very easily allows you to invite a client to an upcoming activity (meeting, conference call, etc). When you create the activity on the calendar with contact, have the option to send them an email that lists the details. Many systems send these and when accepted, it puts it in their Outlook calendar. The contact can reply accepted or declined and the user is notified of their response. A much easier way of scheduling with clients when dates/times are more flexible.

    9 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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