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  1. 74 votes
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    Anonymous commented  · 

    Please add "Create Note" as a Zapier activity. This would allow for all sorts of functionality, such as emailing notes from other applications into the CRM.

    Anonymous shared this idea  · 
  2. 21 votes
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  3. 620 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    It would be great to be able to "Save an Email as Note" from the email history. Things get buried in the email history. Also allows for comments and to then create a linked activity. Much more functional in an age where so much work flows through email.

    Anonymous supported this idea  · 
  4. 184 votes
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    Anonymous supported this idea  · 
  5. 359 votes
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    Anonymous supported this idea  · 
  6. 370 votes
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    Anonymous supported this idea  · 
  7. 216 votes
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    Anonymous supported this idea  · 
  8. 41 votes
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    Anonymous commented  · 

    We have many clients for whom we do hourly financial planning work. It would be excellent to have a billing / invoice feature integrated either directly or through a third party vendor.

    Anonymous supported this idea  · 
  9. 93 votes
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    Anonymous supported this idea  · 
  10. 294 votes
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    Anonymous supported this idea  · 

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