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1. email reporting

   238 votes

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   10 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  August 24, 2020

2. E-mail Notification Improvement – Please Tell Us What Was Actually Changed!

   50 votes

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

   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!

3. E-mail notifications for comments on existing notes

   391 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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   Anonymous commented  ·  March 09, 2015  ·  Delete…

   When making comments on a note there adding a notify feature like what is available for the original note would be helpful. Typically the person entering the note doesn't look at it again unless looking for something. A person notified in the note may want to comment and then notify the original (or other users) writer of the note.

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   Anonymous supported this idea  ·  March 09, 2015