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Redtail CRM

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4 results found

  1. 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.

    488 votes
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    56 comments  ·  Email  ·  Admin →
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  2. 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)…

    97 votes
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    11 comments  ·  Email  ·  Admin →
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  3. Delete an Email in Email history

    Clients and advisors are in non-business related programs that information is emailed back and forth. Would like the capablility to somehome delete non-business related emails that go into the client folder.

    75 votes
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    10 comments  ·  Email  ·  Admin →
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  4. 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 votes
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    4 comments  ·  Email  ·  Admin →
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