My feedback

1 result found

1. Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each tim

   38 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   6 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Anonymous commented  ·  October 19, 2016  ·  Delete…

   Once permission have been set to a team, it would be nice to have this default for all visible notes, activities, and calendar events and contacts with an established household, instead of having to choose each time a new entry is made.

   Save Submitting...