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Matt

← Customer Feedback for Redtail Technology

My feedback

36 results found

  1. Create activity from an email

    30 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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  2. Outlook 365 Integration

    66 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. activity from email, email from activity

    41 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  4. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matt commented  · 

    Yes, please add option to:
    Link Activity being closed out to New Activity being created
    This provide the next person context of prior activity notes.

    Matt supported this idea  · 
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    Matt commented  · 

    Love all these. Please add--Link Activity to Activity.
    Especially when closing out an Activity that will need a follow up Activity and next reader will need context of the now buried notes.

  5. link an existing note to an existing activity

    96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. professional contact

    46 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  7. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Matt commented  · 

    This single issue of absolute horrible email integration and handling is cause to leave Redtail. I can not believe this issue isn't getting attention.

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    Matt commented  · 

    Agreed that the email journaling process RT uses is not working well. There are too many issues with privacy and compliance. Why not offer option for us to identify the contact records we want email monitored. Even if a firm had 2000 contact records to monitor email this would be easy to set up with an excel upload process initially. Then as each new contact record gets added where we want email to journal, we can check a box to opt that record in.

    The current method adds ALL email from email accounts we have RT monitor, thereby capturing emails that should not be getting pulled into RT, private emails, ones between staff about compensation or promotions, etc. Simply a ridiculous unworkable system. What is point of journaling emails into RT if ALL staff cannot see the emails on client records unless they are set up as Administrators. But if they are Administrators, they have access to ALL emails. We implemented policy to remove all Staff emails addresses from RT contact records to help mitigate this issue. But obviously one only has to add an email address to any RT contact record and they will then be privy to all email history for that address.

    Simply unbelievable to me this does not get top priority as there are many easy work arounds.

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    Matt commented  · 

    What is the hold up on this issue? It is an H.R. and Compliance mess in current form.

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    Matt commented  · 

    single reason we are afraid to add email archiving is the the Email Tab being viewed by all.

    Matt supported this idea  · 

  8. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  9. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  10. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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  11. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  12. Add documents to workflows!

    140 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  13. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  14. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  15. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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  16. Viewing either linked notes or linked documents on completed activities

    14 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  17. Workflow - Linked Accounts

    125 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  18. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  19. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  20. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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