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!!!

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.

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.

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.

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.

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!

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.

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.

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.

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##.

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.

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.