Unique Email Dropbox to auto attach to Contact
This does NOT need to be hosted email with RT It can be ANY email provider. The only key here is the unique dropbox email address.
This would be an email unique to each user on a database. By simply forwarding an email to this address or by bcc when sending a new email to a contact, the email will be attached to the contact's notes corresponding to the original email (if forwarded) or to the email being sent to (if sending a new email). If there is no contact already associated with the email, then a new contact will be created. The note will show as being added by the database user who sent the email to the unique dropbox email. (I've seen this is multiple other CRMs and have implemented this in my own CRM but decided against using since I'm the only person in our IT Department).
This suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new if desired. At this time, we have an automatic way the emails are linked so as to maintain the full and complete client correspondence with no edit-ability for compliance reasons.
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Karen Lynch commented
instead of RT just attaching the email bc it finds that email address on a contact record and matches it, if we could ultimately choose what contact record or have ability thru an add-in say with MS Outlook to directly access contact records and choose another contact to attach an email (one that doesn’t match the contact record email). For example, sometimes I could be corresponding internally regarding a client matter with a colleague, with a rep from a custodian or another vendor, influence center and their email is in RT so the emails will attach to that contact but the whole conversation is taking place about a situation regarding a client (another contact record in dbase with different email so I cannot hook the email up with that contact's record). It would be nice to have the ability to choose to have the emails attached to the contact record(s) of choice in addition to the email attaching to the contact record it is matching the email address.
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KP commented
The work-around for this is to save the client's email to your computer and then upload the document into the Client Documents section. While this is plausible, this is also very time-consuming and it takes away the organization feature of keeping your emails on one place, and your documents in another.
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KP commented
There are many important conversations that take place about a client, that does not involve the client directly for a financial advisor. For example: An attorney and an advisor talking about how to close out a deceased client's estate; or the advisor and the BD department working together get an account approval for a client.
As most of us know, Outlook deletes emails that are older than 6 months. Being able to quickly connect emails to the CRM system in an organized manner is critical for day-to-day compliance functions.
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Lynn Labasan commented
I just realized that if a client is entered as a 'bcc' (blind copy), then the email that was sent to them is not being journaled to their record. I sent out an email inviting clients to an event that the broker was doing and I did not want to display all their emails to each other, so I entered them as 'bcc'. I just noticed that the original email I sent to them did not get captured in the email history.
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Anonymous commented
when an email is not addressed to the client, but is concerning the client, how do we get that email into the client's email history? In Junxure you could go into the contact’s record, click on the email of the client, change the email to the email of the i.e. client’s lawyer, and this email would be saved in the email history of the client.
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Nick Fulcher commented
Often when working with business clients, we send emails that are of interest to the client record but that are not directly to the business email listed. Currently only emails sent directly to the email of the record are attached. A place to add a list of emails that would get attached to the record automatically would be great. And/Or, some way of indicating which record this should be additionally attached to when emailing in the first place would be helpful.
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Nick Fulcher commented
This is especially the case with a Business client. A place to add a list of emails that would get attached to the record automatically would be even better than having to manually attach each one.
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Lisa commented
If a Redtail contact's email address is not included in an email exchange about the contact (Advisors reaching out to accountants on behalf of clients for example) there should be a point and click feature that would allow users to link that email to the appropriate client record. This functionality exists in Salesforce, Goldmine.
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Anonymous commented
For us that use Outlook to manage our e-mail's, it would be great if there was a function inside Outlook that would allow us to attach an e-mail to a random Redtail contact. I realize that if the e-mail address is listed on the Redtail Contact Card that an e-mail will automatically show in the E-Mail History Tab. However, there are times where an e-mail from a Vendor is related to a particular client. I know a work around could be a 'Copy and Paste' into notes. As a previous user of ACT, there was an icon added to Outlook that allowed the linking feature.
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Anonymous commented
Often, there are emails pertaining to a client that aren't sent to/from the client. Thus, they don't link to the client's contact record (through their email address) and other's wouldn't know those emails about that client even exist.
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Michelle Montgomery commented
Perhaps more specifically would be the idea to be able to pre-assign keywords customized per client into the email function that would auto-link the email to that client without having to rely on the email addresses associated with that client. We often email between the client's other advisors without bothering the client (by request). Or to have a section that lists the other advisors emails and have those emails auto-link to the email history within a client record. OR BOTH!
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Adam Obrecht commented
When I get an email from a clients attorney, cpa or other third party person, I would like to be able to attach that email to the contact record. Notes and/or email history would be where I would expect to find it, but anywhere that is accessible would be great.
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Anonymous commented
When a client email is automatically uploaded to redtail (through the additional email archiving service redtail offers), it is linked to the email addresses that were part of the actual message. It would be helpful to link the email to additional contacts, however. I.E., if John Doe sends me an email about his family trust, but his wife Jane isn't included in the email, there's currently no way to link the email to her redtail client record-- It would only go to John's client record. Currently, there's no way to do this-- and if there is a way, it's not immediately obvious
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Kip Mechals commented
I would like to be able to capture client related emails saved to the clients account data without having the client cc'd in the email.
For example: if I email my assistant, a clients CPA, etc. without cc'ing the client. It would be extremely helpful if we could capture these email within the client file. -
Anonymous commented
This is a highly desired feature!
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Anonymous commented
I would love to see this happen! Our old system had this capability and it was great to have the historical communication that was not only to the client, but also about the client between staff members.
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Anonymous commented
This would make life so much easier for those who need to send email through zimbra webmail for compliance purposes. Please make this happen
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Scott Sirois commented
When an email is shared between two users internally about a client, we have to (today) cut and paste that email into the client's (contact) Notes so it is captured for historical purposes. It would be great if RedTail Email had an optional field where the user could select a client (contact) from their database that would result in that particular email contact to be updated to the client's Recently Added Notes section.
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Anonymous commented
Please note that we are using Outlook for our email
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Kathe commented
I want this so badly! I hate the way RT does their email archiving in the system. If you accidentally delete the email, they all disappear! Plus they don't show up as notes, you have to click endlessly to view the email so you cannot just scan the subject line like I could in my former CRM.