Mike
My feedback
3 results found
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37 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!
Mike
supported this idea
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650 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 Mike
supported this idea
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An error occurred while saving the comment Mike
commented
It would be helpful if all emails from Redtail Email were added to the notes page also. That way all client communication is in one spot instead of having to check notes, and also email history and try to match up dates to put together client communication.
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1,239 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!
Mike
supported this idea
·
It would be nice to have the emails that come into the CRM from Redtail Email show up in client notes also so that we do not have to check the client notes and also the email history to get a complete look at client communication.