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1. Automation templates & recurring workflows

   536 votes

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   17 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

2. E-mail notifications for comments on existing notes

   394 votes

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   33 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Kiana commented  ·  May 26, 2016  ·  Delete…

   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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   Kiana supported this idea  ·  May 26, 2016