Increase size of file allowed in email attachment - currently says nothing bigger than 5MB is allowed. Our PRs are larger than that size with all the graphics.

Current email feature within Redtail does not allow files to be attached from two different locations (folders). Doing so will overwrite the first attachment with the new one. It seems like a defect since this would be unexpected behavior and no message is provided to the user that the prior attachment(s) have been removed by attaching subsequent files.

I request that this feature be added or this defect be fixed to allow adding attachments from more than one folder without deleting the previously attached files.

Hello, is it possible to set up manual tracking for Redtail contacts in outlook? For example, if you send an email to or about a client can we add a "Set Regarding" button option to look up the client in Redtail and link it to the email. Once it has been tracked, we should be able to see it within the client record of Redtail.

Redtail should capture emails sent 'BCC' from Outlook in the client email history. Currently, it only captures for the archive if it is sent in the 'To' box. But to protect client emails we use the BCC feature. We have migrated to sending blast emails this way because of the lack of functionality in the Broadcast Emails.

Users need to be able to easily create an activity from a client/vendor email.

Typical day - we will receive dozens of emails with requests for appointments, meetings, cash, service, change forms, along with many other requests.

Why not make it easier to click two or three buttons to create an activity from an email, add a quick note and assign to a staff member with deadline and priority.

Also - while on the subject, make it easier to create an email from an activity too.

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,