My feedback

7 results found

1. Link email to notes/activities

   628 votes

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   24 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!

   Tyler supported this idea  ·  October 14, 2022

2. email automations

   3 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Tyler shared this idea  ·  October 14, 2022

3. email notification

   27 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Tyler supported this idea  ·  October 14, 2022

4. activity from email, email from activity

   37 votes

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   2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Tyler supported this idea  ·  October 14, 2022

5. Customize Email viewing permissions

   488 votes

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   56 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Tyler supported this idea  ·  October 14, 2022

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

   153 votes

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   11 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Tyler supported this idea  ·  October 14, 2022

7. Duplicate email in Email History

   68 votes

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   5 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

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   Close

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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!

   Tyler supported this idea  ·  October 14, 2022