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1. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   DavidFinneran supported this idea  ·  May 16, 2024

2. add incoming emails from Synced account to notes for everyone to see

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   DavidFinneran shared this idea  ·  May 16, 2024