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  1. Email Templates by Roles/Folders

    4 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous shared this idea  · 

  2. Attach Documets to Email Templates

    70 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Anonymous commented  · 

    This seems like a basic function that should be available. If we are sending the same email templates with the same attachments it would make life easier than to have to upload the attachment every time.

    Anonymous supported this idea  · 

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