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1. Link email to notes/activities

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   25 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!

   Matthew O'Brien supported this idea  ·  Oct 13, 2015
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   Matthew O'Brien commented  ·  Oct 13, 2015  ·  Delete…

   Show recent client emails on client profile page

   Currently client email correspondence is buried through several clicks on the left-side menu of a client profile page. Why not include a checkable box on the home client profile to include recent email correspondence with the client in the timeline? Something like this would be very helpful; it would eliminate the need to duplicate important emails by writing new client notes. I want to be able to see easily when the most recent client interaction was.

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