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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.
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91 results found

  1. Create an email aggregation box on the dashboard / home page that would only have emails from contacts that exist in Redtail

    Being able to have a heads up that focused on the most important emails that need to be addressed daily minus the junk mail and other clutter

    1 vote
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  2. 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.

    1 vote
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  3. 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
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  4. 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…

    3 votes
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  5. 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
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  6. 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
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  7. Implement the most voted ideas

    Why not implement the features requested? Some are years old and obviously desirable

    1 vote
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  8. 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!

    1 vote
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  9. Can we get a more robust Text Editor for email templates so we can match format for emails sent from Outlook>

    Need more font choices that are easier to choose as well as bold and ability to add text color

    3 votes
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  10. 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
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  11. Email collaboration

    So much of client service is centered around email these days it would be great for teams to be able to collaborate without forwarding a message to a colleague to ask a question, or shooting an FYI to your entire team. The ability to discuss and share emails with a team would be an great additional feature

    I've been looking into solutions for this problem, the most effective one so far seems to be Front. With Front the discussion is always where it should be: with the original message. Loop in teammates to chime in on the message with an…

    9 votes
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  12. 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.

    6 votes
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  13. 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.

    4 votes
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  14. 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…

    17 votes
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  15. 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.

    11 votes
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  16. 4 votes
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  17. 1 vote
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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.

    30 votes
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    2 comments  ·  Email  ·  Admin →
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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.

    20 votes
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    2 comments  ·  Email  ·  Admin →
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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!!!

    55 votes
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