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
Patrick Bookey
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Robyn commented
I agree! This would be wonderful.