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.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Julie commented
Yes, completely agree. We switched from Advisors Assistant and are running into the same issue. Even some restrictions on the reporting end would be an improvement on the journaling feature, which is basically worthless without controls.
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Matt commented
Agreed that the email journaling process RT uses is not working well. There are too many issues with privacy and compliance. Why not offer option for us to identify the contact records we want email monitored. Even if a firm had 2000 contact records to monitor email additions, this would be easy to set up with an excel upload process initially. Then as each new contact record gets added where we want email to journal, we can check a box to opt that record in.
The current method adds ALL email from email accounts we have RT monitor, thereby capturing emails that should not be getting pulled into RT, private emails, ones between staff about compensation or promotions, etc. Simply a ridiculous unworkable system. What is point of journaling emails into RT if ALL staff cannot see the emails on client records unless they are set up as Administrators.