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← Customer Feedback for Redtail Technology

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7 results found

  1. Tracking who was Notified in a note

    30 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Show tagged user in note

    22 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    This! It would be so useful so people are not doubling up work but yet there are times when more than 1 user needs to be aware!

    Anonymous supported this idea  · 

  3. checklist

    117 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. @mention for Note User Notification in Alerts Bell

    67 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    This would be a great enhancement feature...not only so someone can't say they didn't know or as a reminder if they forgot, but also if there is a request that includes multiple people, one user will know that another user is aware of the task he/she has to do.

  5. When creating new activity, give users the option to make the "more details page" the default.

    782 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  7. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

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