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4 results found

1. Link email to notes/activities

   650 votes

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   25 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!

   Jenna Moreno supported this idea  ·  Oct 18, 2022

2. Save all emails as notes

   19 votes

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   0 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!

   Jenna Moreno supported this idea  ·  Oct 18, 2022

3. auto save notes

   45 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Jenna Moreno supported this idea  ·  Oct 18, 2022

4. Configuration for Sent Emails to Auto-Save to Notes

   4 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Jenna Moreno shared this idea  ·  Oct 18, 2022