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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!

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   Jason Kelley commented  ·  Jun 29, 2012  ·  Delete…

   A new Email by Contact report has been added to the Standard Reporting section within Redtail CRM.

   The Email by Contact report allows a user to search based on date range, contact name, and the subject field.

   The ability to search the body of the message for keywords and phrases and to search by email address is not available in this report. Also, you do have to select a contact record in order to perform a search. So for those users seeking a way to view emails that are not linked to a contact record or to perform compliance related reviews, this report would not provide you with the functionality that you are seeking. This report provides the user with an easier way to located an email linked to a client’s record without having to flip through the each page of 25 emails displayed within the Email History widget.

   Please note that the Email Admin Viewing Permissions applies to this report as well.

   We are working to add more functionality to allow for more robust search queries on your Email History.

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