Sync Activity for Greeting Cards in CRM
A
Amirah Mahmood
Merged in a post:
Archiving Birthday Cards in Redtail
N
Natalie Varney
When a Happy Birthday Greeting Card is sent, it would be nice to have it saved as a note in Redtail similar to the Birthday emails.
A
Amirah Mahmood
Merged in a post:
Upload greeting card history to CRM
P
Philip Johnson
It would be great if the history of greeting cards sent to clients could be uploaded to my CRM similar to the way email history is. I can do it manually in Redtail, but it would be great if it was automated.