Nikki Schmelz
My feedback
8 results found
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238 votes
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!
An error occurred while saving the comment Nikki Schmelz
supported this idea
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488 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Nikki Schmelz
commented
Additional email viewing permissions such as being able to place permissions on specific addresses or limit users/teams to only seeing specific emails in email history in addition to their own.
Nikki Schmelz
supported this idea
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142 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 Nikki Schmelz
commented
A report that lists email addresses found in email history that do not have contact records to link to.
Nikki Schmelz
supported this idea
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An error occurred while saving the comment Nikki Schmelz
commented
More and more recently I get requests for a report or interface in someway to see what email addresses are linked to client records and which ones are not. It seems like users would like to be able to run a report or some sort of real time interface that indicates if an email went through the servers that doesn't match any record in Redtail.
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35 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!
Nikki Schmelz
supported this idea
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75 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Nikki Schmelz
supported this idea
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246 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Nikki Schmelz
supported this idea
·
An error occurred while saving the comment Nikki Schmelz
commented
Show contact status changes on timeline. If any field of the contact details section changes a note on the timeline would be beneficial, but specifically their status.
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67 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!
Nikki Schmelz
shared this idea
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359 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Nikki Schmelz
commented
This should be a direct integration. Drives customers and employees crazy. This would cut out quite a bit of retriever calls and be a major selling point on our email system.
Nikki Schmelz
supported this idea
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It would be convenient if email only customers or non CRM users that monitor email for compliance had a portal or interface to access email archives without having to log in to or have access to the CRM.