Is there a way to only see recent client contact e-mails within Redtail?
Currently I am unable to filter e-mails to and from my contact clients in Redtail. When I go to Redtail, scroll to reports then filter, all e-mails within last 30 days for example, I generate a list of all my e-mails from vendors, advertisement etc. Would like a way to filter only e-mails from my clients that have an e-mail address listed in contacts.
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!
I agree 100%. The primary need that Email Archiving serves in the CRM is enabling us to better monitor and act on emails between (a) our staff and (b) our clients/prospective clients.
Where possible (e.g. Reports>Email Reports>Email by Contact, and Today>Emails), it would be very helpful to be able to Filter by Status (i.e. Client) and Category so that emails to/from Vendors and other people can be screened out.