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.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
114 results found
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BCC email archive for client email history
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.
33 votes -
activity from email, email from activity
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.
37 votes -
Outlook 365 Integration
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!!!
63 votes -
Display emails in the Notes/Activities feed on the "home" page of the contact
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.
9 votes -
Simple email link to household without archiving
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.
10 votes -
Reduce bold size font in saved emails
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?
3 votes -
spam
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).
1 vote -
email reporting
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.
238 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Create activity from an email
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?
30 votes -
Email history tooltip/info note that informs users email history can be delayed up to 24 hours
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
6 votes -
Email Tracking
All emails sent through Redtail should be able to be tracked for legal requirements. For now, only broadcast emails appear to get tracked.
4 votes -
add a shortcut to add a contact from an email
add a shortcut to add a contact from an email
13 votes -
Is there a way to only see recent client contact e-mails within Redtail?
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,
5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Provide archiving rules and exemptions with compliance filtering
We like having the ability to see emails sent from all advisors to any client, however there is no way to exempt our spam emails, or filter out internal staff emails that should be kept private. We've deleted our emails from contact records, but b/c they are tied to our user profiles, they still filter in. The email history is filtered with junk email and multiple threads of the same message when multiple users are CC'd. My CCO is still using Global Relay for compliance b/c there's nothing to help filter for a keyword or other parameters that are essential.…
12 votes -
Print Option in Email History
Internal option for email history.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Save all emails as notes
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!
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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be able to HTML email code.
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.
13 votes -
A ticket response, by mail, needs to give detail on what the ticket was about.
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.
8 votes -
Preview function for email templates
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.
4 votes -
Pull in both spouses' email addresses with email templates
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##.
12 votes
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