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2 results found

  1. email selection flag should remain while viewing a different email

    email selection flag should remain while viewing a different email
    If selecting emails to delete, ,move or other if you happen to click on an email all the emails selected flags are removed.

    3 votes
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    0 comments  ·  Email  ·  Admin →
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  2. Unique Email Dropbox to auto attach to Contact

    This does NOT need to be hosted email with RT It can be ANY email provider. The only key here is the unique dropbox email address.

    This would be an email unique to each user on a database. By simply forwarding an email to this address or by bcc when sending a new email to a contact, the email will be attached to the contact's notes corresponding to the original email (if forwarded) or to the email being sent to (if sending a new email). If there is no contact already associated with the email, then a new contact will…

    743 votes
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    89 comments  ·  Email  ·  Admin →
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    Not Planned  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    This suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new if desired. At this time, we have an automatic way the emails are linked so as to maintain the full and complete client correspondence with no edit-ability for compliance reasons. 

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