Anonymous

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. rollover

    38 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. To do list

    56 votes
    9 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Outlook email to Redtail integration for adding tasks

    31 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Attach Documets to Email Templates

    73 votes
    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    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.

    Anonymous supported this idea  · 

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