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. 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.

    72 votes
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    10 comments  ·  Email  ·  Flag idea as inappropriate…  ·  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)…

    86 votes
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    11 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    471 votes
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    56 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Unique Email Dropbox to auto attach to Contact

    This does NOT need to be hosted email with RT It can be ANY email provider. The only key here is the unique dropbox email address.

    This would be an email unique to each user on a database. By simply forwarding an email to this address or by bcc when sending a new email to a contact, the email will be attached to the contact's notes corresponding to the original email (if forwarded) or to the email being sent to (if sending a new email). If there is no contact already associated with the email, then a new contact will…

    743 votes
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    89 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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