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6 results found

1. See who was notified in Notes

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Maggie Russo shared this idea  ·  April 04, 2022

2. notes

   16 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Maggie Russo supported this idea  ·  April 04, 2022

3. E-mail notifications for comments on existing notes

   391 votes

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   33 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
   How important is this to you?

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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!

   Maggie Russo supported this idea  ·  April 04, 2022

4. For Notes - Notify "Servicing Advisor"

   15 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  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!

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   Maggie Russo supported this idea  ·  April 04, 2022

5. Tracking who was Notified in a note

   24 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Maggie Russo supported this idea  ·  April 04, 2022

6. Notify User in Note

   82 votes

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   4 comments  ·  Redtail CRM » Notes  ·  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!

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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!

   Maggie Russo supported this idea  ·  April 04, 2022