Manually link an e-mail to multiple contacts
We need the ability to manually link an e-mail to multiple contacts. For example, if I receive an e-mail from a vendor, it is automatically linked to that vendor's contact record, but I also would like to be able to link it to the client record that the e-mail is talking about.
David Y.
shared this idea
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!
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David Y.
commented
I guess this doesn't have enough votes for Redtail to look at. However, when we receive e-mails from vendors, we would like to be able to link that e-mail to the specific client that the e-mail is regarding. When we signed up with Redtail, we were told that this functionality used to exist and that it would be brought back. That is the reason we chose Redtail over other competitors! It still isn't here! Please consider bringing this option back as it is vital to how we do business in the real world.