E-mail notifications for comments on existing notes
Is it possible for Redtail to include e-mail notifications on comments to existing notes. Currently we receive e-mail notifications when a note has been posted on our clients profile, but follow up comments to those notes are not an option for notifications. This is needed since we are constantly updating our clients notes via the comments box and those don't notify. thanks
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Paula Schertz commented
I added my three votes, but the total vote did not go up?
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Anonymous commented
Please add this! There are no multiple threads for this. This one alone back dates prior to 2017 and it seems the comments are used heavily.
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Anonymous commented
A simple checkbox next to the comment section for "Notify the originator of the Note" would suffice.
Seems like an easy add that would be very helpful.
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Paula Schertz commented
It would be nice to have an "Update" button in comments that has the ability to notify other users - sending ONLY that particular update.
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Emily commented
Currently, When You Add Comments to a Contact's Note Section RedTail Does Not (A.) Notify those users originally selected to be notified about the 'New Note'; and (B.) Do Not Give the Drop-down Option to Select If and Who you want To Notify, like you do with New Notes....Please add a function so that Comments on Notes Include the Option to Notify Users.
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Anonymous commented
Along the same lines, I would like to set it up so that when I add a note, whether primary or secondary, it would automatically copy to the spouse. I currently add the spouse's name to the "copy to" field for primary notes. For secondary notes, I need to copy and paste to the spouse.
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Anonymous commented
It would be really helpful if when you add an additional note or comment to a previously listed note, you had the ability to have the note or comment also sent to team members. As it is now you would have to send them an email telling them to go into Redtail to read the additional note.
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Anonymous commented
It would be great if the person you tagged in the note could leave a comment, as they can, but if the original note posted could get notified, like wise if the original note poster replied to a comment, that other person would then be notified as well.
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Sammy commented
Looking to have the ability to be notified when a comment is made to a note. When adding notes, we currently have the ability to notify team members as needed. Comments to these notes are just as important, but there is no option to notify team members. It should at least default to sending a notification to the original note entry member that the note has had a comment posted to it.
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Anonymous commented
This is exactly what I was just about to ask. Email notification is nice however cumbersome. No need to get so many emails if we got notifications on Redtail.
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Anonymous commented
When a note is created, we should be able to notify multiple people, as many as we need, but at least 2-3 would be nice. Also when a comment is posted on a note, it should notify all that were originally to be notified in the original note and it should notify the person who did the original note.
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Teddey Provencio commented
Would be helpful if notifications were emailed for new comments on an existing note also if comments would be visible when accessing recent notes.
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Anonymous commented
Hi Redtail,
Thanks for reviewing this recommendation, it will increase efficiency and communication if you decide to implement it.
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Anonymous commented
notify users of new notes that have been entered via the 'alert' (alarm bell) up at the top of the page vs sending emails to staff members as their notification. Staff could basically pull up their alerts, scroll to the new note, and click on the note for full details. this would avoid the situation of getting an email, having to log in via the email link to the CRM (already logged in), and then going to the client. It would eliminate a number of steps for users and save on the number of emails we would get from Redtail.
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Anonymous commented
Yes, yes, yes! Definitely need this option! My boss is constantly commenting on my notes without letting me know, all the while I'm sitting here waiting to hear back from him
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Anonymous commented
This is a must needed feature! Please add.
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Monica Holloway commented
Please, please, please add this feature. I feel like I am being micro-managed, but I commented on the original note the completion time and method. Save my sanity.
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Kim Nelson commented
This would be a very beneficial feature, especially to the originator of the note.
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Kiana commented
Can there be a notification sent to the person who made the note once a comment is entered? Also, can we have all comments automatically be added to any note where the original notes was copied to.
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Scott Zuckerman commented
This is a much needed feature!