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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!

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   Michelle Chen commented  ·  Sep 25, 2018  ·  Delete…

   Assign or tied a particular email to a specific category under the notes or tasks.

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   Michelle Chen supported this idea  ·  Sep 25, 2018

2. Add roles to the main page for a contact

   183 votes

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   12 comments  ·  Redtail CRM » Contact Record  ·  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!

   Michelle Chen supported this idea  ·  Jun 5, 2018