Add “notify user” to notes in mobile app
Please add a way to “notify a user” in the mobile app. We use this for the advisor to notify the admin of new work that needs completed.
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!
You should be able to notify users when adding a note through the app like it allows you to on a desktop. If you can't notify other users notes are being missed between employees.
Kristin Roberts commented
It would be very helpful if after the advisor dictates a note in the Redtail App other users could be notified.