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1. Email a document from the CRM Document Storage section

   50 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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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!

   Dave Luck supported this idea  ·  Nov 8, 2017

2. Customize Email viewing permissions

   494 votes

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   57 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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   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!

   Dave Luck supported this idea  ·  Nov 7, 2017