FMG Suite email change
I'm having issues with my FMG. Every time FMG syncs, it goes into the "Notes" section of Redtail and is categorized as "General Information." I need to make sure these notes sync in as "Emails" instead of "General Information".
Also, I have MyRepChat for texts. I would like MyRepChat to be able to automatically sync under a seperate category as well so my Notes section does not get bogged down.
There should be a setting under "integrations" that would allow for specific integrations to automatically sync as certain "Categories" in the Notes section.
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