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1. email history default to note: email received or email sent

   153 votes

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   13 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!

   Bryan Rex supported this idea  ·  Apr 2, 2021

2. dont delete activity when multiple users are in same activity

   19 votes

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   2 comments  ·  Redtail CRM » Activities  ·  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!

   Bryan Rex supported this idea  ·  Jun 25, 2019
   Bryan Rex shared this idea  ·  Jun 14, 2019

3. Billable Time Tracking

   385 votes

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   43 comments  ·  Redtail CRM » Know Your Client  ·  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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   Bryan Rex commented  ·  Mar 21, 2013  ·  Delete…

   This is something that I will need in my practice sooner or later. It makes incredible sense for it to be integrated with my existing CRM rather than a stand-alone data point. Please! And Thanks!

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   Bryan Rex supported this idea  ·  Mar 21, 2013