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← Customer Feedback for Redtail Technology

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  1. Activity Creator should get notification of task completed

    93 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    Also see "Manager notification of task completed" this seems like a similar issue

    Anonymous supported this idea  · 

  2. email reporting

    238 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    Compliance Friendly Email Archiving. We currently pay redtail for email hosting and included in this service is email archiving. However, our broker/dealer still requires us to pay Smarsh for archiving. Per our broker/dealer technology desk, "redtail does not offer a way for the broker/dealer to search or retrieve e-mails from the CRM e-mail archive and redtail's rules governing the management of the data is different from Smarsh's as well. Therefore, the CRM e-mail archiving is not a suitable replacement for the e-mail surveillance done in Smarsh."

    Anonymous supported this idea  · 

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