Such a Simple Feature, but it’s Life-Changing!

By RedHorse Systems | Blogs

Apr 17

How much time do you waste every week searching for emails?

How often do you find yourself trying to figure out which folder in Outlook you filed that email in? Did you file it in the project folder, the client’s folder, or the salesperson’s folder..?

Wouldn’t it be great if you could just wave goodbye to lost emails?

Well, we long ago introduced a feature into RedHorse that everyone appreciates. It’s so incredibly simple, and yet our customers go crazy for it.

What this feature does is automatically associate every email message that comes through the system with everything the message relates to.

And it makes it super-easy to find that email at any time in the future.

So let’s say you get an email

  • related to a particular Quote
  • for a particular Customer
  • as part of a particular Project
  • that involves a particular Salesperson
  • and a particular Product

In RedHorse, you will be able to pull up all emails related to any of those things and find the message you need fast!

So if you navigate to a Customer in RedHorse, you’ll see ALL the emails and attachments related to that customer, even if that email was filed in a different folder.

Plus, any future replies to messages will also get tagged in exactly the same way — automatically!

Even if team members change, and even if you can’t remember everyone who was involved in a project, you’ll always be able to see all the relevant emails you need.

So no more lost messages, no more missing attachments, no more hunting through folders.

Just instant access to the information you need, when you need it, so you can get on with doing what you do best.

It’s a simple, common sense feature. But to Mike McDermott at Sierra School Equipment Company, it’s a big deal!

“One of the biggest benefits of RedHorse was that we were able to link a message to multiple contacts. Sometimes you may not remember who the email went to initially, but now if you’ve linked it to multiple people, you can go to any of those people’s contact records and it’s there. It definitely saves us time.”

Mike is not alone in seeing how this powerful little feature saves time, money, and stress. Chris Hayes at Northstar Home Technologies agrees.

“I can tell you right now, my old company didn’t have RedHorse, but if they had, the email tracking alone would have saved them a lot of headaches.”

If you’re still wasting time hunting for important email messages — stop! There is a better way.

Get a demo of RedHorse today!

About the Author

Leave a Comment:

Leave a Comment: