link phone numbers from email to CRM
add a feature to link phone numbers from email to CRM. Our email is linked up to our phone so when someone calls in and leaves a message we are able to retrieve this from email. it would be nice to have the phone number linked to CRM just like email addresses.
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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!