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Categories CRM
Created by Guest
Created on Jan 9, 2025

RELATED IDEAS

Ability to See Emails Sent from D-Tools Cloud for an Account/Opportunity/Etc...

I'd love to see a paper trail on emails I send from D-Tools. I have no way to see what was said in emails sent from D-Tools when sending proposals.

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  • Justin G
    Jun 20, 2026

    This would be helpful, maybe there could be a BCC address that we could send replies to that automatically enters it into notes.

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  • +1
1 MERGED

Client email log

Merged
Log within the client to be able to see all the emails that have been sent to the customer for all communication
Dave Kirn about 1 year ago in CRM 0