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!
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91 results found
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Have the ability to attach an email to another contact besides the contact that the email is sent to.
If I send an email to a company in reference to a client, the email is archived under the company. I need the ability to manually attach the email to the client also, so that the email will show up under the client. What I have to do now is create an activity, link it to both the company and the client, and copy the email to the activity - so it will show up in the notes of both the company and the client.
19 votes -
fmg suite email
Please add the feature to archive the emails that are sent out through Marketing Central like they used to in C2C through FMG Suite before the changeover.
14 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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EMAIL archive needs to be in real time to serve sales team not just service team
the email history needs to be in real time rather than 24 hour delay.... a delay like this is fine if you have already earned the account, just coasting, where my customer service person or myself might be leisurely floating though the accounts seeing who we can bless today but in a firefight, with another firm, trying to earn the account, the sales team needs to know closer to real time what was said and by who in email. Notes are in real time and no one questions why thats important so seriously, lets get this email archive current so…
19 votes -
sync redtail hosted calendar and contacts
This suggestion was closed as completed, but nobody in support seems to know how to sync redtail hosted email/calendar/contacts with tailwag.
redtail connect sync to redtail hosted email/calendar
Why doesn't redtail connect work directly with redtail hosted email/calendars? It's really cumbersome to have to set up an additional microsoft 365 email to use redtail connect. It seems like you would figure out a way to make it work with your own product.21 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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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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making emails private
Would like be able to make an email 'private' so only the recipient gets to view its contents.
I can't believe such a feature doesn't already exist in this software, especially considering security requirements we must follow.
thank you.12 votes -
Have a ##Greeting## email merge field to address a couple or individual appropriately
We suggest adding a place in the clients' basic info for a greeting and a corresponding ##Greeting## email merge field to allow both spouses' names or the individuals' name as you wish it to appear in emails.
We would like to send an email with a like "Hi John and Jane" or if the person is single "Hi John"
With current options you can only put in ##Firstname## and ##SpouseFirstname## or ##Familyname##. The problem with these options is that you will get greetings to a single person as "Hi John and" or use the family name "John and Jane Doe"…30 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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Allow more than one attachment when using internal email
Right now you can only attach ONE attachment. We should be able to attach multiple attachments when we are sending emails using internal email.
16 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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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 -
Add an email template fill-in for servicing advisor
We would like to see a template fill-in for servicing advisor, like there is for first name ##Firstname##. This would be helpful for confirmation email templates or for sending recommendations by email.
4 votes -
BCC in Email History
It would be really nice if when sending an email to clients using BCC these emails show up in the client's email history.
18 votes -
Turn off the Email tab on Today view
The email privacy issue is really significant. I'm requesting programers turn off the Email tab on Today view for all but me. Yes I realize that I can make all users Non-email Admins, but that completely defeats the purpose of paying to archive email on client history when the point is to share correspondence on client records across the whole team.
We have removed ALL team member email addresses (including mine) from Redtail to avoid archiving private emails on their records. But the Email Tab on Today view will still contain messages that are not intended for everyone.
9 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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Clickable in Email
When a notification is emailed, it should have a corresponding link in the email to click to take you directly to the task/activity.
12 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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Attaching an email to a client record (without the client email address included)
The ability to attach an email to a client record (for which the client is not part of the thread) would be extremely helpful, instead of copying and pasting into notes.
25 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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Schedule or Send Email Later Option
When we are working with email templates I would like see to the option to schedule when the email is sent. You can only send it immediately. A send later option would be good if we are working on an evening, weekend or would prefer if a client receives the email at a certain time.
30 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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Insert Field in email subject line
Adding the clients name in the subject line can boost open rates by as much as 50%. If the ##FirstName## is available in the Body of an email then can't it also be available for the subject line?
4 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 -
be able to move emails to specific contacts
Be able to move emails to specific contacts -- for example -- i email the trading desk saying buy or sell -- they email me back saying trades completed -- I should be able to move those emails to the client record
14 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 additional fonts in broadcast emails
We would like to have a larger selection of fonts available for broadcast emails. A "signature" style font would be very helpful
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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Confidential Emails
Please provide a filter option to remove or hide emails to or from any domain at this time. For example, if a user is sending a confidential email - the correspondence will be hidden from everyone else but the sender.
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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