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Redtail CRM

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50 results found

  1. Add feature to search archived emails by "to" field or "from" field

    Currently email archiving only allows for searching off of contact or subject field. We really need to be able to also search off of "to" or "from" field.

    13 votes
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    1 comment  ·  Email  ·  Admin →
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  2. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.

    27 votes
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    1 comment  ·  Email  ·  Admin →
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  3. Sync Department Email History

    Sync department emails to email history. This will provide better organization and cleaner data so vendor "contact card" does not get filled with individual department emails and correspondence within individual department contacts sync with email history within the vendor contact record.

    15 votes
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    0 comments  ·  Email  ·  Admin →
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  4. adding images to emails

    There should be a way to insert an image into an email without having to save it as a URL first

    49 votes
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    0 comments  ·  Email  ·  Admin →
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  5. email history default to note: email received or email sent

    For any email history to also appear as default as a chronological note as either email received or email sent. A huge portion of our client correspondence is via email. As it stands we either have to copy/paste emails into notes (which defeats the purpose of having emails journal archive) or review both notes and email history to understand the correspondence history of a client, which is redundant. The system as it sits today is both unnecessarily time consuming and encourages mistakes and misses.

    153 votes
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    13 comments  ·  Email  ·  Admin →
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  6. Add ability to search email *content,* not just subject lines

    Redtail archives all of our firm's email communications with clients, but it does not make that information searchable (beyond the Subject line, which is not very useful). While I can search my own emails within my email client, I cannot effectively search for other users' communications.

    EXAMPLE: If I need to know if Client A was sent document Z by anyone in our firm, I'd have to ask each user to search their own email client and/or manually review every single email archived in Redtail.

    Redtail should also make the message content (including attachments... or at least attachment file names)…

    103 votes
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    11 comments  ·  Email  ·  Admin →
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  7. Link email to notes/activities

    We already have the option to link accounts, contacts, and notes to activities. It would be nice to be able to link client email's to a note or activity to link information/completion of tasks.

    658 votes
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    25 comments  ·  Email  ·  Admin →
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  8. 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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  9. 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.

    494 votes
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    57 comments  ·  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.

    30 votes
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    2 comments  ·  Email  ·  Admin →
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