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1. Alert/warning pop up when clicking on client profile, if "caution" is needed

   25 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  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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   Jennifer Wegfahrt shared this idea  ·  Jun 26, 2024

2. Contacts > Notes > Comments Notification

   119 votes

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   11 comments  ·  Redtail CRM » Notifications  ·  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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   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!

   Jennifer Wegfahrt supported this idea  ·  May 11, 2022

3. Email Notifications- Activities vs. Notes

   29 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  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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   Jennifer Wegfahrt supported this idea  ·  May 11, 2022