Multiple Email File Attachments Fix Needed
It needs to be A LOT easier to attach multiple attachments into an email within the contact card. I should be able to click any files on my computer at will without having to have all of them within one specific folder created JUST for this one time email. It is an absolute waste of time and makes me not want to use Redtail client email within the record. It should be seamless and easy guys!!
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!
Andrea Nelson commented
Agreed. It's frustrating to move files into one fold just for a one time email. It would be nice to have the drag and drop option as well.
Ed Gish commented
Leapforg CRM Email attachments vs. Tailwag CRM attachments.
Since we were required to switch from leapforg to tailwag we have not been able to attach documents from multiple different file folders when we send an e-mail. In leapfrog we could choose as many attachments from as many different folders as we wanted. Now in tailwag we can only choose multiple attachments if they are in the same file folder. This is very inconvenient since we have multiple documents in different files. We do not have redtail hosted e-mail but that has never been a problem before. I hope this can be fixed.
we should be able to send more than one attachment when doing a broadcast email