I would like to be able to Create a follow-up activity based off an email.
It would be Nice to look at my email and create an activity from this email.
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!
This is crucial esp since gmail and Wealthbox allow you to do it.
Jennifer Richter commented
Having the ability to create an activity from an email, like you can from a specific note, would be very helpful in following the flow of information.