link note to email
It would be great if you could create a linked note off an email (in a client's email history).
22
votes
Kepa
shared this idea
How can we improve Redtail Technology's CRM?
Kepa
shared this idea
New and returning users may sign in
We're glad you're here
Please sign in to leave feedback
Signed in as
(Sign out)
Feedback
Redtail CRM: Notes
Categories
- Post a new idea…
- All ideas
- My feedback
- Accounts 101
- Activities 227
- Alerts and Warnings 26
- Artificial Intelligence 6
- Automations 83
- Broadcast Email 20
- Bulk Actions 29
- Calendar 193
- Client Reviews 46
- Contact Add Screen 13
- Contact Record 147
- Custom Exports 44
- Documents 33
- Email 49
- Family 32
- Integrations 72
- Keywords 2
- Know Your Client 56
- Memberships 22
- Mobile App 14
- Notes 136
- Notifications 36
- Opportunities 50
- Other 82
- Reports, Exports & PDFs 94
- Retriever Cloud 3
- Search, QuickLists & Tag Groups 39
- Seminar 13
- Settings & Preferences 49
- Templates 15
- Timeline 8
- Today's Overview 31
- Workflows 137
Feedback and Knowledge Base
-
Searching…
No results.
Clear search results
-
Give feedback
- Redtail CRM 1,910 ideas
- Redtail Email 7 ideas
- Redtail Imaging 45 ideas
- Redtail Speak 46 ideas
-
Redtail Technology