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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 would love to be able to be more efficient.

Thank you.

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 we dont have to leave red tail, need to stay in this environment.

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 it would be helpful to be able to link notes to more than one activity/opportunity.

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 record. This removed her ability to view my emails. But, once she re-entered my email address the email history became viewable again. I've been told the email history cannot be removed from her contact access. The only solution is to either restrict the user from having access to my contact or adding a whole new contact record for me. That does not work. I cannot have multiple contacts for me in the database.

A new user should be defaulted to a non-admin user. If that is how it is currently done then support needs to do a better job of explaining to the DB admin of the security risk of allowing a user to have email access rights. What solution does Redtail have for this? I am sure it is going to happen again to someone else.

To avoid this the DB admin, when adding a new user, should have control to apply non-admin permissioning.
1. Can only see the emails they are included on (make default)
2. Able to see emails of contacts they are a team member to