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Bobby Petty

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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Bobby Petty commented  · 

    We have email Archiving with Redtail. This is something that would be helpful for us:

    When we send an email to a client through Redtail, we can click "save as a note" to save it as a note, but then we give up having that email stored in the "email History" section. Is it possible to click "save as a note" allowing email end up being a note and being an email in the "email history" section?

    Thanks!

    Bobby Petty supported this idea  · 

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