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50 results found

  1. Email Notification (Activity Assigned)

    I like receiving team notification emails, however when I received activity that is not assigned to me the email reads "You have been assigned a new activity". Please bring back the email notifications the way they were in the OLD REDTAIL CRM. For instance, the person who created the activity/note name is in the FROM, and the Subject reads, "New Activity Team Notification" (not assigned to me) or "New Activity Assigned To You (assigned to me). This is also true for workflows. With the email notifications in the Old CRM I was able to create a email rule where all…

    94 votes
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  2. @mention for Note User Notification in Alerts Bell

    While notes do allow for email notifications to users, a CRM notification that would appear at the top of the bag by the bell would be much more useful. This would reduce steps (opening email, clicking on a link that requires an additional login), and would work better with integrations.

    We currently use the jive integration to log client calls, but there is no way to link a user from there.

    It sounds childish to request, but something along the lines of an "@" feature would be perfect.

    67 votes
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  3. Workflow email notification when current step due.

    In notification preferences, add an option to receive an email notification when a Workflow task is due & uncompleted.

    45 votes
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  4. Improve language of email to team members to notify - drop 'assigned to'

    Tail wag:

    It has been my experience that when I assign team members to notify regarding an activity, the email they receive says that it has been assigned to them.

    This is misleading. It should say to whom it's been assigned AND who's been notified.

    Currently we are using the 'attendees' function to assign to a person AND NO LONGER notifying team members.

    20 votes
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  5. birthday reminder

    It would be nice to turn off the enable birthday reminders system-wide so only those clients you definitely want to wish happy birthday can be reminded. As of now you can bulk remove, but all new contacts added are automatically checked. It would also be nice to have an automation template that would email a certain person/team a day or two before a birthday call was required. So, "if enable birthday reminder is checked" then "email user/team".

    27 votes
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  6. E-mail notifications for comments on existing notes

    Is it possible for Redtail to include e-mail notifications on comments to existing notes. Currently we receive e-mail notifications when a note has been posted on our clients profile, but follow up comments to those notes are not an option for notifications. This is needed since we are constantly updating our clients notes via the comments box and those don't notify. thanks

    391 votes
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  7. Activity Creator should get notification of task completed

    Currently, when I create a task for an employee, I have to list myself as well in order to be notified by email when they complete the task. I would prefer to not list myself because the overview page lists "2 users" in the assigned to box and I cannot easily tell who the task is for (me or my employee). I would rather that you create a preference option that allows whoever assigned the tax to be automatically emailed when the task is completed. Also, it would be nice if Tailwag did not automatically put my name in the…

    93 votes
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  8. Email notification

    The email notification is great. I would like for us to be able to see the person it's assigned to, AND those who are notified, so we can know who's 'in the loop.'

    10 votes
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  9. 11 votes
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  10. allow us to see the person and/or team members who were sent a notification in the note record.

    When Redtail sends a notification, it is not evident in the client's note record the persons or team members who were notified. I like to know that others mentioned in the note, who may have a task, were notified. The only place we see this is the address line of the Redtail Notification, which typically gets deleted once we've reviewed the note. Once that happens, there is no proof (that I can see) of who received the notification.

    210 votes
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