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.

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  1. 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.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. email

    Current email feature within Redtail does not allow files to be attached from two different locations (folders). Doing so will overwrite the first attachment with the new one. It seems like a defect since this would be unexpected behavior and no message is provided to the user that the prior attachment(s) have been removed by attaching subsequent files.

    I request that this feature be added or this defect be fixed to allow adding attachments from more than one folder without deleting the previously attached files.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. email archiving - filter

    One of the primary needs that Email Archiving serves in the CRM is to enabling us to better monitor and act on emails between (a) our staff and (b) our clients/prospective clients. Unfortunately, there is no functionality to enable filtering or permissioning, which creates two significant issues.

    First, emails that are confidential or sensitive cannot be screened from being viewed by all staff. For example, partners' emails about employee compensation and firm tax returns cannot be basically public information. If 100% of all emails are viewable by all staff, email archiving is not usable.

    Secondly, the email feed is also…

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Tracking Redtail CRM in Outlook

    Hello, is it possible to set up manual tracking for Redtail contacts in outlook? For example, if you send an email to or about a client can we add a "Set Regarding" button option to look up the client in Redtail and link it to the email. Once it has been tracked, we should be able to see it within the client record of Redtail.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    18 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    6 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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!!!

    30 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Display emails in the Notes/Activities feed on the "home" page of the contact

    The "activity feed/Latest Notes" area already displays both notes and completed activities. I suggest that it should also display emails for that contact. Right now, you have to go to the separate Email History page to view emails.

    6 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Simple email link to household without archiving

    Have just a simple email link to a household from outlook vs the full archive. A free feature that other CRM's utilize would be helpful instead of needing the archive features at an additional cost.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. email reporting

    Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.

    228 votes
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    10 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create activity from an email

    Can you give us a little box at the bottom of the email window that would allow us to create an activity automatically from the email we're sending?

    18 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Email history tooltip/info note that informs users email history can be delayed up to 24 hours

    an Email history tooltip/info note , in the email history tab, that informs users email history can be delayed up to 24 hours. This way, people are not confused as to why their email history is not showing up

    6 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Email Tracking

    All emails sent through Redtail should be able to be tracked for legal requirements. For now, only broadcast emails appear to get tracked.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. add a shortcut to add a contact from an email

    add a shortcut to add a contact from an email

    10 votes
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  19. Is there a way to only see recent client contact e-mails within Redtail?

    Currently I am unable to filter e-mails to and from my contact clients in Redtail. When I go to Redtail, scroll to reports then filter, all e-mails within last 30 days for example, I generate a list of all my e-mails from vendors, advertisement etc. Would like a way to filter only e-mails from my clients that have an e-mail address listed in contacts.

    Thank You,

    5 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Provide archiving rules and exemptions with compliance filtering

    We like having the ability to see emails sent from all advisors to any client, however there is no way to exempt our spam emails, or filter out internal staff emails that should be kept private. We've deleted our emails from contact records, but b/c they are tied to our user profiles, they still filter in. The email history is filtered with junk email and multiple threads of the same message when multiple users are CC'd. My CCO is still using Global Relay for compliance b/c there's nothing to help filter for a keyword or other parameters that are essential.…

    12 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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