My feedback

1 result found

1. Link email to notes/activities

   634 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   24 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Matthew O'Brien supported this idea  ·  Oct 13, 2015
   An error occurred while saving the comment
   Matthew O'Brien commented  ·  Oct 13, 2015  ·  Delete…

   Show recent client emails on client profile page

   Currently client email correspondence is buried through several clicks on the left-side menu of a client profile page. Why not include a checkable box on the home client profile to include recent email correspondence with the client in the timeline? Something like this would be very helpful; it would eliminate the need to duplicate important emails by writing new client notes. I want to be able to see easily when the most recent client interaction was.

   Save Submitting...