Add a link to email notifications to click on to open the activity in Redtail
Please add a link at the bottom of the notification that would open the activity in a new browser window
Anonymous
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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Emily
commented
It would be really nice when you receive an email notification of an activity being created or updated that you could click on a link in the email and be redirected to the actual activity in RT.
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Anonymous
commented
Please implement!
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Jeremy Portnoff
commented
Yes, this is a must. It seems like such a basic feature and It would make things so much easier and more efficient.
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Kevin
commented
When you receive an email notification that an activity was assigned/updated, there should be a hyperlink to click on that brings you to that activity. This is a VERY basic feature that I cannot believe doesn't already exist.
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Anonymous
commented
Many times my team is asking me as the advisor a question about a task. Many times I have to strongly resist the urge to just send a reply via email to notification. I do not live in Redtail. My day is with clients and on other activities essential to my business. Needless to say its a very busy schedule. If i am not already logged in to RT and even if I am It takes precious time to have to navigate to that activity in clients file and reply. If i send just the email for the more involved tasks that are complicated or just take time to execute I risk oversights and mistakes that could be avoided. Documenting in our business is essential. And so is efficiency, lest we get hasty.
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Anonymous
commented
Email notifications need a link to the activity/workflow its associated with. Too many times i look at an email update to an activity or workflow step/task then i have to spend time searching for that item when i should just be able to click on it.
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Whitney Cook
commented
When looking through meetings and tasks, I often want to ask a co-worker a question to clarify something. This would be easier to accomplish if I could have an easy link to the activity. I think there should be a button on the page saying "Email" where if you click it your email will pop up and you can send an email to a fellow Redtail user with the title/description of the Activity in the body of the email.