Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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42 results found
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Allow an image to be pasted into an email directly
At this time graphs/charts in an email have to be presented as a URL or an attachment. Would be nice to be able to clip and paste the graphic directly into the email body.
24 votesRedtail’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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We need the ability to identify emails that are not linked to a contact record.
It is our understanding that email history will only show up if the email address exists in a contact record. To ensure nothing falls through the cracks we would like the ability to identify all those emails that are not linked to a contact record.
142 votesRedtail’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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