Email templates with permanent attachments
I would like to create an email template with permanent attachments as part of the template.
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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Pat Drnach commented
Happy to see this has already been brought up for attention. Will be looking for an answer soon.
We have a lot of our reps that use Redtail and could use this Template. -
Anonymous commented
Why is this still and outstanding issue. I agree that with Reg BI we need to be able to do this. How are we able to add a link to an email template but not secure a document. If you are unable to do can your provide the rationale to support the decision?
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Anonymous commented
This is more important now with Reg BI Disclosures. It is nice to have a template with all the attachments and just be able to pull it up and send
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Anonymous commented
Would like the same feature - to be able to have attachments saved in the email templates