Anonymous
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20 votesAnonymous
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24 votesAnonymous
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41 votes
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!
An error occurred while saving the comment Anonymous
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5 votes
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!
An error occurred while saving the comment Anonymous
commented
I agree 100%. The primary need that Email Archiving serves in the CRM is enabling us to better monitor and act on emails between (a) our staff and (b) our clients/prospective clients.
Where possible (e.g. Reports>Email Reports>Email by Contact, and Today>Emails), it would be very helpful to be able to Filter by Status (i.e. Client) and Category so that emails to/from Vendors and other people can be screened out.
Anonymous
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22 votes
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!
Anonymous
supported this idea
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We just turned email archiving on and I'm aghast to find that this functionality is not available. I don't see a work-around and am afraid I'm going to have to cancel the whole thing.