Anyone else experiencing ongoing issues with Redtail?

As an hourly financial planner, the functionality of Redtail is paramount to my productivity. However, for over a month, I have been unable to directly email attachments from the platform. Despite multiple attempts to rectify the issue with Redtail, zero progress has been made in resolving this matter.

This limitation has become a substantial obstacle in my daily operations, compelling me to resort to cumbersome workarounds. Consequently, valuable time is being wasted, frustration is mounting, and efficiency is compromised.

The prolonged duration of this fundamental functionality problem is concerning. It appears that the matter has not received the necessary attention or priority it deserves. I am frustrated beyond words and would like to drop Redtail... but of course, that will only create more issues and cost more time.

I am curious if anyone else is experiencing issues with basic functions that are not being addressed by Redtail???

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