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Terri

← Customer Feedback for Redtail Technology

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  1. We need the ability to identify emails that are not linked to a contact record.

    142 votes
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    15 comments  ·  Redtail CRM » Email  ·  Admin →
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    Terri supported this idea  · 
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    Terri commented  · 

    Agreed - we want to be able to link an email from someone else (perhaps an accountant) to that client's record

  2. Email attachment from imaging

    69 votes
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    9 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Terri supported this idea  · 

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