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1. Email Templates and Attachments

   42 votes

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   1 comment  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  July 02, 2020

2. Email templates with permanent attachments

   48 votes

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   4 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Anonymous commented  ·  July 02, 2020  ·  Delete…

   Why is this still and outstanding issue. I agree that with Reg BI we need to be able to do this. How are we able to add a link to an email template but not secure a document. If you are unable to do can your provide the rationale to support the decision?

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   Anonymous supported this idea  ·  July 02, 2020