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1. Customize Email viewing permissions

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

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Chris Long commented  ·  Jun 30, 2017  ·  Delete…

   It would be great to be able to search for emails from everyone at a particular company e.g. @redtailtechnology.com This would allow you to easily capture all of your communication with a company (e.g. your custodian) especially if you were dealing with a number of different people about a particular issue.

   Right now you would need to enter in every persons individual email address under the business to be able to do this.

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   Chris Long supported this idea  ·  Jun 30, 2017