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Travis McCullough

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  1. 564 votes
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    Travis McCullough supported this idea  · 
  2. 27 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Travis McCullough supported this idea  · 
  3. 35 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Travis McCullough supported this idea  · 
  4. 643 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Travis McCullough supported this idea  · 
  5. 21 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Travis McCullough commented  · 

    Yes! we have emails from vendors that have to do with a client's account or issue.We have to still copy that email into the client's notes. I wish there was an option like in notes to "copy to contact" and have that email show up in the client's notes or email history as well.

    Travis McCullough supported this idea  · 
  6. 68 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Travis McCullough supported this idea  · 
  7. 153 votes
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    13 comments  ·  Redtail CRM » Email  ·  Admin →
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    Travis McCullough supported this idea  · 
  8. 53 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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  9. 596 votes
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  10. 854 votes
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  11. 768 votes
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  12. 762 votes
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  13. 735 votes
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  14. 1,226 votes
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  15. 1,259 votes
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  16. 1,363 votes
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  17. 1,946 votes
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  18. 114 votes
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    Travis McCullough commented  · 

    Yes!!! Listing all tasks and activities on the calendar has been my biggest hang-up with RT. Just because an activity has a due date doesn't mean it has to crowd our calendar.

    Travis McCullough supported this idea  · 
  19. 271 votes
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  20. 210 votes
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