Save all emails as notes
Currently, we can manually choose to save the emails we send through the CRM or set up the templates to automatically check the box to save. Can we look at adding a preference where every single email we send through the CRM automatically has the "Save As Note" box checked? Thanks!
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!