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1. email history default to note: email received or email sent

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   13 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!

   Anonymous supported this idea  ·  Aug 28, 2018
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   Anonymous commented  ·  Aug 28, 2018  ·  Delete…

   I agree 100%. We shouldn't have to see everyone's emails in the email history for it to flow through the clients contact's email history. Example: I should not see my bosses daily email activity so I can keep the filter on for when he does email a client. This is a privacy issue and for that we can not have this feature added to our platform.
   We came from Advisors assistant which is a fraction size of Redtail and they have the feature you can have an email flow right to the client and archive for note purposes without me seeing everyone's email activity.
   We now will have to copy the email and place it in notes, which is time consuming and frustrating. Why pay for email feature?

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