notes filter It makes snese to exclude emails from notes since RedTail already has an option to see all emails.
notes filter - It makes sense to exclude emails from notes since RedTail already has an option to see all emails. This will make it easier for you to see important notes more easily. Especially if you are using an email marketing service; that makes it so time-consuming to scroll through pages of notes to find what you need.
6
votes
Anonymous
shared this idea
-
Laura commented
I totally agree! Listing sent emails in the notes section gums up our operation in finding direct client conversation.