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Email Notifications- Activities vs. Notes

Currently when a user marks a note with the "Notify User/Team" the User/Team gets an email with a link to log in to Redtail to view the note.
Unlike an Activity when saved and completed the Title and the Description are completely displayed in the notification email.

Can we have the notes fully display in the email. This would help keep teams all on the same page (especially when working remote).

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Sage Bleakney shared this idea  ·   ·  Report…  ·  Admin →
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  • Peter Haroun commented  ·   ·  Report

    This would be a huge help! Thanks for bringing this up, Sage.

Redtail CRM: Notifications

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