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Jeremy DiStefano

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    13 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jeremy DiStefano commented  · 

    We just implemented Redtail. I guess this is on us, but we assumed integrating emails would mean that they would appear as an Activity (after all there is an Activity Category called Email) and be integrated with all other activities on the Today Page, which could guide our morning meeting. Instead emails are buried in a static report called Email by Contact (Which doesn't even list Contact btw) and makes no distinction between spam messages and emails from contact we actually have setup in Redtail. This is really disappointing, and even more so given that this looks like years of neglecting this feature.

    Jeremy DiStefano supported this idea  · 

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