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  1. 9 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  2. 30 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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  3. 63 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  4. 37 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  5. 20 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  6. 336 votes
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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.

  7. 27 votes
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    Matt commented  · 

    This has been a wish of our team for a long time.

    Use case: Phone/Appt Activity is held, advisor makes notes, and there are follow up actions. To add actions in this activity and then retype them make now sense. And to complete/New activity sets up situation where next person has no context of the action steps.

    Matt supported this idea  · 
  8. 96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. 32 votes
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  10. 21 votes
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  11. 31 votes
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  12. 46 votes
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  13. 491 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.

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  14. 9 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  15. 643 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  16. 12 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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  17. 68 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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  18. 17 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  19. 24 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  20. 23 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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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 additions, 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.

    Matt supported this idea  · 
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