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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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42 results found

  1. forward email from email archive

    We often have to follow up on clients that were contacted by someone else in the office. In this follow up email we include the original email that was sent. It would great to include a forward option on the email archive so we can open the email that was sent and follow up with the client to show that we have already tried to contact them.

    1 vote
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  2. add incoming emails from Synced account to notes for everyone to see

    Be able to add an email that we receive from Synced account to the notes section, to save the email and also allow everyone on the CRM to see the email.

    7 votes
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  3. ilene@curranandlewis.com

    Add a recall button to emails sent to recipients. Other email host has this feature. It's great to have the email history/ archive but please add a recall button!

    3 votes
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  4. Emailing both contacts at once

    It would be really nice to just click on one button and be able to email both contacts, such as a husband and wife, at the same time. Right now, you have to copy and paste, which is not very user friendly in my opinion.
    Thank you.

    6 votes
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  5. Suite Sync Email Sync

    Suite Sync: Synced Emails: Make these viewable by all users rather than just the user who directly generated or was copied on it. It's important to have historical emails available to staff and other advisors on the team.

    4 votes
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  6. Have a RECALL feature on your hosted email.

    It would be great if Redtail Webmail would allow us to recall an email that was sent. Quite inconvenient not to have this feature.

    1 vote
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  7. default email

    When entering a contact, you enter an email address. You should NOT have to check a box to make it default. Just have the system treat the first email entered as the default and if we want to change it for contracts with multiple emails we can. But I was just told for a few thousand contacts, i had to go into everyone and check the box if I now want to use the broadcast email feature...what? first entered email should automatically be default.

    3 votes
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  8. Create workflow or task from email

    We should be able to create a task or start a workflow from an email that comes in and is linked to a contact. In general, I think the email integration with Redtail needs a rehaul. I think working with an external email partner like Nylas API will help get better results from connecting the email to the CRM.

    8 votes
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  9. Allow Assistant to Access Email

    Allow assistants to access email with Google Authenticator/TFA so they don't have to get a code from us each time they enter.

    4 votes
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  10. Manually choose which email gets recorded on the contact record

    Select email from personal email account to redirect to client record in Redtail CRM archiving.

    6 votes
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  11. Update the email hosting to allow for the ability to send an email over 20mb in size!

    Not being able to send an email over 20mb in the financial and insurance industry is not acceptable. Clients shouldn't have to worry about unzipping files and advisors shouldn't have to learn work arounds. All of my product partners can send me stuff over 20mb.

    1 vote
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  12. Feature to manually link Redtail email to a Redtail CRM contact.

    Salesforce CRM has ability to manually associate an email from any source to a specific CRM contact. We are users of both Redtail CRM and Redtail eMail. When discussing a specific client case with a third party (ie our BD service team) I would like to be able to link that email conversation to the client's CRM contact record. Was told the best way to do that is to copy and paste the email into notes. That seems onerous at best. Can your developers create an option to allow for manual selection of email to CRM contact? Thanks.

    9 votes
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  13. With two step authentication, it would be nice to have two users

    It would be nice to have two users for the two step authentication. Can you create a way for someone to give permission for someone else to access their email account.

    3 votes
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  14. Emails search

    I need to be able to search clients WITHOUT an active/primary email. The search "without email" leaves out those elderly clients who no long able have an active email or don't communicate via email. We have archived their email to save email history but then by default we leave them off our call list because they are left out of the search client WITHOUT emails because system is picking up the archived email - which isn't active anymore.

    1 vote
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  15. Configuration for Sent Emails to Auto-Save to Notes

    Can we please get a way to manage e-mail settings to have all of our emails sent through Redtail automatically save a copy to the notes that way we do not always have to manually check the save to notes box at the bottom of the email screen? This creates too much room for error in the potential of forgetting to check that box and email history is important.

    4 votes
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  16. Email distinction for Internal vs. External

    RT captures all email history for anyone with an email listed on the database. However, it has become an issue internally because email rights allow viewing private internal (HR) discussions. This has caused management to remove all employee emails from the RT database, so we can no longer research email history unless it is just between you and the client. This adds to going back in forth with other teammates to confirm if they spoke to a client or followed up on a particular issue. Please create a way to view all external emails, not emails that bear the same…

    9 votes
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  17. Increase attachment size

    Increase size of file allowed in email attachment - currently says nothing bigger than 5MB is allowed. Our PRs are larger than that size with all the graphics.

    9 votes
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  18. 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.

    34 votes
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  19. 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.

    41 votes
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  20. 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!!!

    66 votes
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