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. Outlook 365 Integration

    Create Outlook 365 plugin or integration where I can assign tasks, etc directly from email. For example, a client emails me a action item/task, I can press a button in outlook 365 and turn it into a task associated with that client and assign it to support staff. Wealth Box does this!!!

    18 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Display emails in the Notes/Activities feed on the "home" page of the contact

    The "activity feed/Latest Notes" area already displays both notes and completed activities. I suggest that it should also display emails for that contact. Right now, you have to go to the separate Email History page to view emails.

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

    221 votes
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    10 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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?

    12 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. add a shortcut to add a contact from an email

    add a shortcut to add a contact from an email

    10 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Print Option in Email History

    Internal option for email history.

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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!

    12 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. be able to HTML email code.

    We were previously able to code email's instead of simply typing into the body of the email. It was taken away for an unexplained reason. It was an incredibly helpful feature.

    10 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. A ticket response, by mail, needs to give detail on what the ticket was about.

    It says "here is a reminder", but there is NO reminder. Some time I make several calls a day to redtail and it can be difficult to remember the details.

    8 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Preview function for email templates

    We would like to be able to see the content of the email exactly as the client would see it before sending an email when using email templates. Normally when sending clients, we double and triple check how the email reads, but that's harder when using email templates because we can't see the final version until it gets archived in Redtail email later.

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Pull in both spouses' email addresses with email templates

    We always communicate with both spouses via email and right now to use an email template, you first have to go to one spouse's record, copy their email, and then go to the other spouse's record to send the email template. It would be great if Redtail could pull in the spouse's email with a button, sort of like how you can use ##SpouseFirstname##.

    10 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add an email template fill-in for servicing advisor

    We would like to see a template fill-in for servicing advisor, like there is for first name ##Firstname##. This would be helpful for confirmation email templates or for sending recommendations by email.

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. On note dropdown menu to Email

    Would like to have the Action menu on notes in client records include the option to email the note so we are able to quickly email the opportunity meeting notes, etc. to referring advisors within the office instead of printing to a PDF.

    3 votes
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