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. 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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  2. Print Option in Email History

    Internal option for email history.

    4 votes
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  3. Save all emails as notes

    Currently, we can manually choose to save the emails we send through the CRM or set up the templates to automatically check the box to save. Can we look at adding a preference where every single email we send through the CRM automatically has the "Save As Note" box checked? Thanks!

    12 votes
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  4. Turn off the Email tab on Today view

    The email privacy issue is really significant. I'm requesting programers turn off the Email tab on Today view for all but me. Yes I realize that I can make all users Non-email Admins, but that completely defeats the purpose of paying to archive email on client history when the point is to share correspondence on client records across the whole team.

    We have removed ALL team member email addresses (including mine) from Redtail to avoid archiving private emails on their records. But the Email Tab on Today view will still contain messages that are not intended for everyone.

    9 votes
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  5. email journaling

    Our former CRM system Wealthbox allowed us to seamlessly journal emails from microsoft office once they connected. How come Redtail cant? Why is it so difficult to connect microsoft office? We would gladly pay to have it easier.

    20 votes
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  6. fmg suite email

    Please add the feature to archive the emails that are sent out through Marketing Central like they used to in C2C through FMG Suite before the changeover.

    5 votes
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  7. Clickable in Email

    When a notification is emailed, it should have a corresponding link in the email to click to take you directly to the task/activity.

    9 votes
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  8. Allow more than one attachment when using internal email

    Right now you can only attach ONE attachment. We should be able to attach multiple attachments when we are sending emails using internal email.

    10 votes
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  9. sync redtail hosted calendar and contacts

    This suggestion was closed as completed, but nobody in support seems to know how to sync redtail hosted email/calendar/contacts with tailwag.

    redtail connect sync to redtail hosted email/calendar
    Why doesn't redtail connect work directly with redtail hosted email/calendars? It's really cumbersome to have to set up an additional microsoft 365 email to use redtail connect. It seems like you would figure out a way to make it work with your own product.

    21 votes
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  10. Have a ##Greeting## email merge field to address a couple or individual appropriately

    We suggest adding a place in the clients' basic info for a greeting and a corresponding ##Greeting## email merge field to allow both spouses' names or the individuals' name as you wish it to appear in emails.
    We would like to send an email with a like "Hi John and Jane" or if the person is single "Hi John"
    With current options you can only put in ##Firstname## and ##SpouseFirstname## or ##Familyname##. The problem with these options is that you will get greetings to a single person as "Hi John and" or use the family name "John and Jane Doe"…

    27 votes
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  11. be able to move emails to specific contacts

    Be able to move emails to specific contacts -- for example -- i email the trading desk saying buy or sell -- they email me back saying trades completed -- I should be able to move those emails to the client record

    14 votes
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  12. Add additional fonts in broadcast emails

    We would like to have a larger selection of fonts available for broadcast emails. A "signature" style font would be very helpful

    13 votes
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  13. Attaching an email to a client record (without the client email address included)

    The ability to attach an email to a client record (for which the client is not part of the thread) would be extremely helpful, instead of copying and pasting into notes.

    19 votes
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  14. archive email

    When we archive an client's email because they don't want to receive bulk email from us maybe the archive email word can change from blue to red to signal an email is archived.

    7 votes
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  15. Confidential Emails

    Please provide a filter option to remove or hide emails to or from any domain at this time. For example, if a user is sending a confidential email - the correspondence will be hidden from everyone else but the sender.

    21 votes
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  16. Link Emails to various contacts

    I need the ability to link an outgoing email to multiple contacts and/or opportunities and accounts. I am often emailing an insurance company regarding a client's policy (account). The email doesn't connect to the client because the email is not being sent to them, but it may involve that contact, account or opportunity and need to be recorded in those places.

    15 votes
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  17. Schedule or Send Email Later Option

    When we are working with email templates I would like see to the option to schedule when the email is sent. You can only send it immediately. A send later option would be good if we are working on an evening, weekend or would prefer if a client receives the email at a certain time.

    30 votes
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  18. Share emails within a team

    It would be nice if all members on a specific team had access to all emails inside a contact from any team member, not just their own emails. Only being able to see your own emails makes it harder for teams to work together and to see all communications to and from a contact.

    6 votes
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  19. Add feature to search archived emails by "to" field or "from" field

    Currently email archiving only allows for searching off of contact or subject field. We really need to be able to also search off of "to" or "from" field.

    10 votes
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  20. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.

    21 votes
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