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1. Link email to notes/activities

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   24 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   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!

   Kyle Mast supported this idea  ·  May 27, 2016
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   Kyle Mast commented  ·  May 27, 2016  ·  Delete…

   Yes, this would be a great feature. It would be great to be able to link specific emails that are sent back and forth to clients, to specific tasks/workflows/activities in order to show the communication that went on between the firm and the client to complete the specific task/workflow/activity.

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