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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!

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   Anonymous commented  ·  November 30, 2016  ·  Delete…

   You currently can only see emails between you and your clients but it would be good to be able to link important emails to a client as a note for others to view or to allow others to view your communication.

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   Anonymous supported this idea  ·  November 30, 2016