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5 results found

1. See who was notified in Notes

   15 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Maggie Russo shared this idea  ·  Apr 4, 2022

2. E-mail notifications for comments on existing notes

   398 votes

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   33 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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   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  ·  Apr 4, 2022

3. For Notes - Notify "Servicing Advisor"

   18 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  ·  Apr 4, 2022

4. Tracking who was Notified in a note

   36 votes

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   0 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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   Maggie Russo supported this idea  ·  Apr 4, 2022

5. Notify User in Note

   91 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!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

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   Submit Rating
   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  ·  Apr 4, 2022