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An overview of last night's updates is below:
Redtail Email:
- Exciting news on the email front: subscribers to Redtail Email will now see an Email tab accessible from their CRM dashboard that will allow you to easily access your new Email Dashboard within the CRM. From that Email Dashboard, you can see your Email History, quickly View or Download emails and filter/search through your email archive.
- If you have multiple domains linked to your database, you will now see a filter option to view emails from each domain separately.
- There's a new filter on the contact record email history as well, allowing filtering just like the Emails by Contact Report and including the domain filter.
- Emails journaled to us in envelope format previously had to be downloaded in order to be viewed, but now are displayed in the CRM, just like any other email.
- We've significantly reduced the time between when an email is sent / received and when it shows up in your Email History in the CRM.
- We've resolved an issue where the modal for viewing an email sometimes displayed an incorrect timestamp.
- Emails in your Email History now appropriately display the attachment symbol when an attachment is present.
- When filtering the Emails by Contact Report where the Start and End Date were the same, you'd sometimes receive a timeout error. This should no longer be an issue. We've also resolved an issue where clicking the Subject Line for an email in this report would sometimes produce an error.
- Applying additional filters to the Email History Report that included Contact Name and specific date ranges would produce errors in some cases. We've got that knocked out!
Hope you're having a great day!
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