Teresa Gately
My feedback
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52 votes
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!
An error occurred while saving the comment Teresa Gately
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41 votesTeresa Gately
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30 votes
An error occurred while saving the comment Teresa Gately
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I cannot vote for this one enough!
Teresa Gately
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31 votesTeresa Gately
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15 votes
An error occurred while saving the comment Teresa Gately
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We added "hotkey" and use CTRL - J to add our initials and date/time. (CTRL-J was what our old CRM used)
Get the hotkey at autohotkey.com
Below is our "program"
Right click on the hotkey icon on your desktop
Edit with notepad
Copy the script below, replacing my initials with yours (bolded just to show you where – you do not have to bold)^j::
FormatTime, CurrentDateTime,, M/dd/yyyy hh:mm tt
SendInput, TG %CurrentDateTime%
returnTo keep you from having to double click the script icon every morning, you can put it in your startup folder for it to run automatically. Here are the steps to do that:
1. In the bottom left search bar next to the Windows icon type the word “run” (run app should come up)
2. Go ahead and select the “Run app”, (Now you will now see a dialog box next to the word “Open”)
3. Type the following in the box: “ Shell:startup” (without quotes) and click OK (the startup folder should now be open)
4. Go to your script icon and left click it (to pick it up) and move it into the startup folder that was just opened.
5. Once you see your script file name in that folder, go ahead and Close that window (x).
6. To test that it is working, simply restart your PC, and try the Ctrl J in Redtail without double clicking the icon prior.
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28 votesTeresa Gately
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17 votesTeresa Gately
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5 votesTeresa Gately
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27 votesTeresa Gately
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Getting so many email notifications has also created several more emails for OSJ to review each day. If we could cut down on the email notifications, it would be very helpful for him.
In our old CRM, we did not have to rely on email notifications. We got alerts WITHIN the system and we were able to view the activity in real time vs. getting multiple emails on changes. (This is one thing we HATE about Redtail. Our old CRM handled notifications so much better.)