Sync Historical Activity Notes
A
Amirah Mahmood
Merged in a post:
Copying content, not just a link into CRM
E
Edward Scheer
We find the note that FMG copies into client records in Redtail inadequate. With our large team, not everyone uses FMG. The link FMG copies over forces the user to have FMG credentials to log in and see the content emailed to the client. If someone on our team doesn't use FMG, they can't see the content of the newsletter. Can the content of the newsletter (with its imbedded links) be copied over directly into either the notes or the email section of the client's record?
Lucas Jans, VP of Product
Thanks for sharing your feedback, that's a great perspective. We will see if this is a possibility.