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1. Birthdays Emailed

   97 votes

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   4 comments  ·  Redtail CRM » Settings & Preferences  ·  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  ·  December 27, 2018

2. Email templates with permanent attachments

   48 votes

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   4 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   An error occurred while saving the comment
   Anonymous commented  ·  November 07, 2018  ·  Delete…

   Would like the same feature - to be able to have attachments saved in the email templates

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   Anonymous supported this idea  ·  November 07, 2018