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1. Link email to notes/activities

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   25 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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   Lynne Behunin commented  ·  Jun 25, 2015  ·  Delete…

   Redtail is our webhost (Zimbra Exchange Server). It would be nice to have email mapping less than 24 hours to hit a client contact record. It did not take 24 hours in Leapfrog. Very frustrating to have to go out and log into the exchange server email history to see status.

   This should sync at a minimum every 15 minutes like Retriever does.

   Thanks.

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   Lynne Behunin supported this idea  ·  Jun 25, 2015