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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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42 results found

  1. the ability to manually link emails to unrelated records in archive email history in database.

    save an email to a clients contacts that the clients email is not part of. basically if a client is not in the email correspondence at all can we save the that set of emails to the clients contact record. no email headers match up with contact records based on a matching email address.

    21 votes
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    1 comment  ·  Email  ·  Admin →
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  2. ability to delete emails

    We would like the ability to delete emails from the client record. There are non-business emails as well as confidential emails to management that should not be available for others to view. We have an employee who is also a client and all their emails are visible in redtail and should not.

    17 votes
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    2 comments  ·  Email  ·  Admin →
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  3. Sync Department Email History

    Sync department emails to email history. This will provide better organization and cleaner data so vendor "contact card" does not get filled with individual department emails and correspondence within individual department contacts sync with email history within the vendor contact record.

    12 votes
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    0 comments  ·  Email  ·  Admin →
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  4. adding images to emails

    There should be a way to insert an image into an email without having to save it as a URL first

    46 votes
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    0 comments  ·  Email  ·  Admin →
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  5. Selective email archiving

    We have contacts in Redtail that we interact with on a daily basis about business management issues rather than just their financial plans. We want to use email archiving, but cannot have management sensitive emails archived with these individuals (ie our shareholder group). These individuals are clients of the financial advisory service, and we need them in Redtail. We need to be able to exclude certain contacts from the archiving process and yet still interact with them as clients.

    41 votes
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    5 comments  ·  Email  ·  Admin →
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  6. email history default to note: email received or email sent

    For any email history to also appear as default as a chronological note as either email received or email sent. A huge portion of our client correspondence is via email. As it stands we either have to copy/paste emails into notes (which defeats the purpose of having emails journal archive) or review both notes and email history to understand the correspondence history of a client, which is redundant. The system as it sits today is both unnecessarily time consuming and encourages mistakes and misses.

    153 votes
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    11 comments  ·  Email  ·  Admin →
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  7. Duplicate email in Email History

    Would be helpful if an email coming is sent to multiple users within our team could be consolidated so that the same emails does not duplicate in email history.

    68 votes
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    5 comments  ·  Email  ·  Admin →
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  8. Email > Archive > Supervision/Compliance screens

    Wearing my Chief Compliance Officer hat for a moment: please add Chief Compliance Officer - level screens that comply with SEC supervision requirements (x% sample, keyword flags, etc). We currently pay ERADO for those screens, but I would much rather pay RedTail and have one less place to log in. :)

    19 votes
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    0 comments  ·  Email  ·  Admin →
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  9. Group Access to Email history

    Since Redtail can divide access to contacts by "group" level, it would be nice if everyone in the same "group" could see all emails to and from clients in their "group". This way an admin would be able to see a complete history of emails for a client, no matter who sent the email.

    12 votes
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    1 comment  ·  Email  ·  Admin →
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  10. Add autocomplete for email addresses to CC emails sent from within the CRM

    the To: field autocompletes based on contacts in the database but the CC field requires you to manually enter each email address. It would be nice if this autocompleted too.

    10 votes
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    0 comments  ·  Email  ·  Admin →
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  11. Duplicates in email history

    When linking emails from Outlook to Redtail email history, if I email a client, and copy 3 of my colleagues, the email saves to the contact record FOUR TIMES. Obviously this creates a lot of noise in the email history. Would be awesome if there was a way for it to only save to the TO and not the cc or bcc

    135 votes
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    5 comments  ·  Email  ·  Admin →
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  12. sort email columns such as sender column

    Would like to sort columns in sent column to line up emails from clients and from me.

    9 votes
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    2 comments  ·  Email  ·  Admin →
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  13. Email templates with permanent attachments

    I would like to create an email template with permanent attachments as part of the template.

    48 votes
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    4 comments  ·  Email  ·  Admin →
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  14. Reports for duplicate email addresses (shared between husband and wife)

    Would be helpful to run reports for duplicate email addresses (shared between husband and wife)

    11 votes
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    0 comments  ·  Email  ·  Admin →
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  15. family email history

    We would love to see the option to select family email under the email history like we can under notes and accounts. That way we can see all contact for both spouses.

    35 votes
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    1 comment  ·  Email  ·  Admin →
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  16. Link email to notes/activities

    We already have the option to link accounts, contacts, and notes to activities. It would be nice to be able to link client email's to a note or activity to link information/completion of tasks.

    623 votes
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    24 comments  ·  Email  ·  Admin →
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  17. link phone numbers from email to CRM

    add a feature to link phone numbers from email to CRM. Our email is linked up to our phone so when someone calls in and leaves a message we are able to retrieve this from email. it would be nice to have the phone number linked to CRM just like email addresses.

    4 votes
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    0 comments  ·  Email  ·  Admin →
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  18. Consolidate conversations in email

    Consolidate or stack (like comments on a topic) emails that are replies to an original email

    53 votes
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    1 comment  ·  Email  ·  Admin →
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  19. HTML Email Tracking

    Users would like the ability to track whether emails were opened or how often they are opened through HTML tracking.

    Similar to the reports you can get when using constant contact about who has opened an email.

    67 votes
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    3 comments  ·  Email  ·  Admin →
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  20. Manually link an e-mail to multiple contacts

    We need the ability to manually link an e-mail to multiple contacts. For example, if I receive an e-mail from a vendor, it is automatically linked to that vendor's contact record, but I also would like to be able to link it to the client record that the e-mail is talking about.

    24 votes
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    1 comment  ·  Email  ·  Admin →
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