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Lynne Behunin

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  1. Compliance Reporting

    4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Lynne Behunin shared this idea  · 

  2. Link email to notes/activities

    634 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Lynne Behunin commented  · 

    Redtail is our webhost (Zimbra Exchange Server). It would be nice to have email mapping less than 24 hours to hit a client contact record. It did not take 24 hours in Leapfrog. Very frustrating to have to go out and log into the exchange server email history to see status.

    This should sync at a minimum every 15 minutes like Retriever does.

    Thanks.

    Lynne Behunin supported this idea  · 

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