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Kip Schwanke

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  1. Hyperlink directly into activity from email notification

    31 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Kip Schwanke supported this idea  · 
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    Kip Schwanke commented  · 

    I agree with Annie, and I would ADD

    1. ADD the Ativity SUBJECT or an customizable email SUBJECT for the notification email so it is searchable, and sortable, and clear in email of the recipient(s).

    2. Provide the LINK as Annie suggests (this would seem a MUST)

    3. CODE the fact one can REPLY to the notification email with something useful, so it either goes into CRM or to the team involved.

    Thanks

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