Bobby Petty
My feedback
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650 votes
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An error occurred while saving the comment Bobby Petty supported this idea ·
We have email Archiving with Redtail. This is something that would be helpful for us:
When we send an email to a client through Redtail, we can click "save as a note" to save it as a note, but then we give up having that email stored in the "email History" section. Is it possible to click "save as a note" allowing email end up being a note and being an email in the "email history" section?
Thanks!