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1. email reporting

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   10 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

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   Matt Daniel commented  ·  September 01, 2017  ·  Delete…

   For CCOs, a way to search/index emails firm wide so a third party service like Smarsh is no long necessary. As CCO, I have to manually go through each employees email history. At this point, redtail can only produce a report for email subject and sender/recipient

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   Matt Daniel supported this idea  ·  September 01, 2017