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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    The inability to post emails from Outlook directly is the biggest drawback I have found with Redtail since our home office recently made us switch from a different vendor (Smartoffice). In my capacity, I need to send client reviews and analyses to the client's advisor(s), who then communicates the information to the client. This information NEEDS to be saved in the client records in Redtail along with any accompanying attachments. Our previous CRM software had Outlook integration and, after sending an email, I was given the option to save/post the email to a client. I could select yes, and then it asked me which contact(s)/client(s) I wanted to save the email to. I could save it to multiple clients simultaneously and it would appear as an email (with accompanying attachments) in the client's profile along with other client notes. Redtail's method of having to copy the text of an email and paste it into a note (as far as I know without the ability to also save an attachment) is wholly inadequate and requires me to waste a significant amount of time copying emails and pasting them individually as notes and it is even worse if I'm saving info to multiple clients (eg a husband and wife). Additionally, there does not seem to be a way for attachments to be posted/saved along with the note. Great points were also made about being able to save accountant, attorney, etc emails to the client's records as well. Copying & pasting is horribly inefficient and attachments also frequently need to be saved as well.

    Anonymous supported this idea  · 

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