Create functionality so that an email received by another contact in the database could be linked to a different contact.
Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.
Jennifer Johnson
shared this idea
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!
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Helene Rude
commented
Hi, I called in about this same topic today. To add some background as to why we're looking for this: we put our COIs into Redtail. Often we're emailing with a COI about a client, but the client isn't on CC or BCC because it's a background discussion. It would be enormously helpful to be able to tag the email that's stored with the COI to the subject client so that when you're looking through the client's history you will see the emails you sent on their behalf.