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1. email history default to note: email received or email sent

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   13 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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   Anonymous commented  ·  Jul 14, 2021  ·  Delete…

   Please add this! My boss has asked me to look into a way to do this. After hours of jumping down rabbit holes from Zapier to Excel, GoDaddy and more I still haven't found a way to do this. Please!!!!!!!

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   Anonymous supported this idea  ·  Jul 14, 2021