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1. Allow more than one attachment when using internal email

   16 votes

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   1 comment  ·  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!

   Will D Hess supported this idea  ·  July 15, 2022
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   Will D Hess commented  ·  July 15, 2022  ·  Delete…

   Yes, this should be standard. We have multiple emails that are frequently sent with multiple files. We have to go out of Redtail to do all of this.

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2. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

   97 votes

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   4 comments  ·  Redtail CRM » Accounts  ·  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!

   Will D Hess supported this idea  ·  July 15, 2022