This would improve communication in our firm greatly. It would ensure items that are being followed up on by others gets communicated to original note owner without extra steps for communication. Example: email, etc. Please add this feature, people in our firm assume this works like Facebook and we are notified automatically which just isn't the case.

December 2023 This is an important feature needed for advisors to communicate with their staff on existing notes. How is this not at the top of Redtail's list? We've been asking for this since 2021, to brand as the financial advisor/planner's CRM you would think communication would be the most important feature. Again Redtail is lagging on features users are asking for....as usual.

Other CRMs have had this feature for a long time. Please implement this!

Ok so here we are in 2023 and Redtail still doesn't have this feature. Seriously this has to be a joke. What is the point of adding comments to the note feature if someone can't be notified that a comment exists, especially if someone is asking for an item or an update. This feature needs to be added ASAP, Redtail seems to lag alot on important features and implementing things people need and actually use. Get it togehter ladies and gents.

Agreed! Please add this feature to alert the author of the note when a comment is made.

Agree - we have been adding comments frequently, and the creator of the note did not get a notification!

agreed to all comments. - seems like an easy addition!

This, or some type of notification system, is needed. I think it would be cool if we could tag the other users in the office in the comments like a social media feed.

As new users of the CRM, comments are frequently being used since notes cannot be edited. When you work as a team sometimes notes needed to be added to, corrected, etc., however you can't do this in Redtail. Which makes the comment section fairly dire and yet easy to overlook bc there's no alert system to it.

This would be an important feature to have, we need the notification so all of our team members are informed. Please add this functionality as soon as possible

I would also like to see comments trigger a notification email!!!

Here for this. It would be ideal if we could type @JohnDoe and it triggers the notification to the user. This would similar to how we all use social media platforms.