Karin

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Add Contact Name to Notification Subject Line

    90 votes
    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Karin commented  · 

    This would be very helpful as some activities are pretty long and it requires us to open the email and scroll down to see the contact name. It would be more efficient to have the contact name populate at top of email with the four items below that are currently there:

    Activity Date/Time
    Type:
    Subject:
    Description

    Karin supported this idea  · 
    Karin shared this idea  · 

  2. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Karin supported this idea  · 

  3. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Karin supported this idea  · 

  4. Update Repeat Options for Recurring Activities

    62 votes
    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Karin supported this idea  · 

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