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1. email reporting

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   10 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

   Matthew Covin supported this idea  ·  Jan 26, 2012
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   Matthew Covin commented  ·  Jan 26, 2012  ·  Delete…

   For those who subscribe to Redtail email and have emails archived under client records, it would be able to have a search feature to find email with certain keywords.

   For example, I may want to see which email I sent to a client regarding a Fidelity mutual fund.

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