Email reminders for when activities are due
When activities that were scheduled in advance come due, the creator of the activity should be able to get a reminder email sent to their inbox to notify them. Similar to a calendar reminder on your calendar for an appointment, activities should provide an outside reminder to an email.
SD
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Matthew Bates commented
This is definitely critical to have the reminders come through. May be the capability to set multiple reminders for a task. I would find it helpful to have a reminder out 1 week, then 3 days, then 1 day.
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Stacy Phillips
commented
This is a critical need if I have ever seen one. The whole point of a CRM system is to remind you to do things. Currently you have to look on your today tab and there could be a ton of things on there on any given day. Getting an email reminder is much cleaner and avoids human error of not checking the today tab.
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Michelle Daniel commented
Clearly the technology is there for the creator to receive an email from Redtail with the necessary information, since an email is received when the activity is created (which is only marginally helpful). It would be infinitely more useful if the activity was emailed again (or instead) on the due date as a reminder.