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Redtail 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.
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91 results found

  1. sort email columns such as sender column

    Would like to sort columns in sent column to line up emails from clients and from me.

    9 votes
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    2 comments  ·  Email  ·  Admin →
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  2. family email history

    We would love to see the option to select family email under the email history like we can under notes and accounts. That way we can see all contact for both spouses.

    35 votes
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    1 comment  ·  Email  ·  Admin →
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  3. Reports for duplicate email addresses (shared between husband and wife)

    Would be helpful to run reports for duplicate email addresses (shared between husband and wife)

    11 votes
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    0 comments  ·  Email  ·  Admin →
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  4. Consolidate conversations in email

    Consolidate or stack (like comments on a topic) emails that are replies to an original email

    53 votes
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    1 comment  ·  Email  ·  Admin →
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  5. Daily Activity Summary Email

    It would be very helpful if you could receive an email at the start of the day with all of your scheduled tasks/activities.

    47 votes
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    4 comments  ·  Email  ·  Admin →
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  6. link phone numbers from email to CRM

    add a feature to link phone numbers from email to CRM. Our email is linked up to our phone so when someone calls in and leaves a message we are able to retrieve this from email. it would be nice to have the phone number linked to CRM just like email addresses.

    4 votes
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    0 comments  ·  Email  ·  Admin →
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  7. HTML Email Tracking

    Users would like the ability to track whether emails were opened or how often they are opened through HTML tracking.

    Similar to the reports you can get when using constant contact about who has opened an email.

    67 votes
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    3 comments  ·  Email  ·  Admin →
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  8. Customize Email viewing permissions

    would like to have some controls over what emails employees can view within the CRM. Example: we want employees to see all emails within a client record, however, would like to restrict the viewing of emails within employee records. We do not want employees viewing emails from the principal of the firm or the compliance officer.

    I know I can delete the emails from the CRM so that no emails appear in the history, however, an employee could simply type it back in to view emails.

    488 votes
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    56 comments  ·  Email  ·  Admin →
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  9. Manually link an e-mail to multiple contacts

    We need the ability to manually link an e-mail to multiple contacts. For example, if I receive an e-mail from a vendor, it is automatically linked to that vendor's contact record, but I also would like to be able to link it to the client record that the e-mail is talking about.

    24 votes
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    1 comment  ·  Email  ·  Admin →
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  10. Allow an image to be pasted into an email directly

    At this time graphs/charts in an email have to be presented as a URL or an attachment. Would be nice to be able to clip and paste the graphic directly into the email body.

    24 votes
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    1 comment  ·  Email  ·  Admin →
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  11. We need the ability to identify emails that are not linked to a contact record.

    It is our understanding that email history will only show up if the email address exists in a contact record. To ensure nothing falls through the cracks we would like the ability to identify all those emails that are not linked to a contact record.

    142 votes
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    15 comments  ·  Email  ·  Admin →
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