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.
91 results found
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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.
32 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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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)…
92 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
611 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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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 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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Consolidate conversations in email
Consolidate or stack (like comments on a topic) emails that are replies to an original email
51 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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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 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
61 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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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 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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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.485 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
23 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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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 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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