Daily Activity Summary Email
It would be very helpful if you could receive an email at the start of the day with all of your scheduled tasks/activities.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
If redtail could send an email notification to rep automatically like birthdays on a client's account anniversary/annual review would be useful.
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Kim.DiMaria commented
This is really a terrific idea. We setup "future" reoccuring activities in the system, but we don't get email notifications on what's coming up. It's necessary to go into the system and review on a daily basis. Our reps don't always make it a habit. The idea of sending an email at the start of each day with scheduled tasks/activities is great! (Including Past due items would be great as well!!)
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Jon Herson commented
Basically an end of day recap email of everything that happened
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Anonymous commented
Every morning a summary of all the calls, emails, notes, etc. that I need to make, send, etc.