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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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 -
Implement the most voted ideas
Why not implement the features requested? Some are years old and obviously desirable
4 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 -
automatic emails
I would love to send automatic emails to my clients for their birthdays, etc. As well as when they have life changing events coming up or appointment reminder emails.
3 votes -
emailing out of "things to do today"
It would be helpful to have the ability to select contacts from the "Things To Do Today" page and send them a bulk email. Ofter we have contacts that we are just keeping in touch with. That email out is ofter the same language time and again. It would be great if we can select the clients and send them through our outlook email/
3 votes -
On note dropdown menu to Email
Would like to have the Action menu on notes in client records include the option to email the note so we are able to quickly email the opportunity meeting notes, etc. to referring advisors within the office instead of printing to a PDF.
3 votes -
Email Archiving - Show recent emails on Contact's Dashboard
One reason we wanted to use the Email Archiving service was because we thought it would show the email communications on the Contact's Dashboard - it does not. It would be great to have the option to configure the Contact Dashboard to include not just notes, but also email correspondence. Having to click into "Email History" to view any client communication is not convenient and wastes precious time. Having it readily viewable on the Contact Dashboard would be much more beneficial. Thank you!
2 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 -
zimbra email calendar
We have Redtail Hosted Email (Zimbra) and Redtail CRM. If we add a meeting to our Zimbra Calendar it doesn't Sync with the CRM calender and vice versa. I guess we didn't do our research enough because it seemed logical to us for Redtail Email and Retail CRM to sync the calendar. We don't use Outlook on our desktops so the Zimbra Outlook Connector wouldn't work for us. Thanks!
1 vote -
Weekly Email Reminder
Have Redtail on a weekly basis a list of the Reminders found on the Today page. That way the advisor knows to reach out to the client whether something business specific or simply to say happy birthday.
1 vote -
1 vote
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