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132 votes
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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17 votes
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!
An error occurred while saving the comment Anonymous commentedGood 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.
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.