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How can we improve Redtail Technology's CRM?

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email notification

Notifications received via email provide a summary but no way to click a link in the email and go directly to the Note/Task/Contact record. It would save lots of time if you can hyperlink the Note/Task/Contact record. Currently you would have to view the email notification, log into Redtail, click around to search the contact/task before you can see the details or make any edits

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Calvin Lo shared this idea  ·   ·  Report…  ·  Admin →
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  • Angie commented  ·   ·  Report

    Also need to add the Redtail contact name to these emails.

Redtail CRM: Notifications

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