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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.

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?

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).

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.

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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.

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

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?

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

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

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.

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

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.

add a shortcut to add a contact from an email

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,

Internal option for email history.