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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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1 result found

  1. Add ability to search email *content,* not just subject lines

    Redtail archives all of our firm's email communications with clients, but it does not make that information searchable (beyond the Subject line, which is not very useful). While I can search my own emails within my email client, I cannot effectively search for other users' communications.

    EXAMPLE: If I need to know if Client A was sent document Z by anyone in our firm, I'd have to ask each user to search their own email client and/or manually review every single email archived in Redtail.

    Redtail should also make the message content (including attachments... or at least attachment file names)…

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    11 comments  ·  Email  ·  Admin →
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