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1. rollover

   38 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 10, 2020

2. To do list

   56 votes

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   8 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 10, 2020

3. Outlook email to Redtail integration for adding tasks

   31 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 10, 2020

4. Attach Documets to Email Templates

   73 votes

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   3 comments  ·  Redtail CRM » Broadcast 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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   Anonymous commented  ·  Jun 10, 2020  ·  Delete…

   PLEASE, this crucial as a feature or option. I don't want to go in Outlook and used the Save drafts.
   We should be able to attach a PDF or Word Document that is used over and over again when an email is sent. To manually attach is a burdensome process and defeats the purpose. Please.

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   Anonymous supported this idea  ·  Jun 10, 2020