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  1. 137 votes
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    Anonymous commented  · 

    Workflows often require documents associated with Steps or Tasks.

    If a workflow is to save time and track completion, attachments are often necessary. To force retrieval from another CRM function is wasted time.

  2. 17 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    Good grief, Red Tail Product Owner. Deleting email messages or archiving them out-of-sight is not a compliance issue. There are times when an unlinked email message is a nuisance.

    Perhaps, Redtail's Product Owner may reply with substantive reasons for not providing a delete option. Cannot say every CRM has an email delete function, yet SalesForce does.

    This is not a difficult question, in my opinion.

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