add a plug in for outlook so you can save emails to the client's redtail contact
With Smart Office we had a plugin/ widget so that we could post an email to their contact page. You either had the option to do it every time for everyone or you could do it manually. You could also click a button and it would send any attachments in the email to their contact page.
Pru Koehler
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Alex Leidal
commented
This is by far the most important feature I would like to see. I would like to see a feature in Outlook that when I send an email, a popup comes up asking where to save the email inside of Redtail. Because if I am emailing an Underwriter, odds are, the client is not CC'd. So the popup would ask where to save it and I would chose the client. Then, for incoming emails, there would be an Outlook add in button to save that received email into the appropriate client file without having to copy and paste each one. Without this, the process of copying and pasting each email into it's respective client file is extremely cumbersome and time-consuming.