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1. email journaling

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

   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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   Julie commented  ·  December 15, 2020  ·  Delete…

   Yes, completely agree. We switched from Advisors Assistant and are running into the same issue. Even some restrictions on the reporting end would be an improvement on the journaling feature, which is basically worthless without controls.

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