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Karin

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4 results found

  1. Add Contact Name to Notification Subject Line

    90 votes
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    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
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Karin supported this idea  · 

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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Karin supported this idea  · 

  4. Update Repeat Options for Recurring Activities

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

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