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Stacy Phillips

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4 results found

  1. Email reminders for when activities are due

    43 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Stacy Phillips commented  · 

    This is a critical need if I have ever seen one. The whole point of a CRM system is to remind you to do things. Currently you have to look on your today tab and there could be a ton of things on there on any given day. Getting an email reminder is much cleaner and avoids human error of not checking the today tab.

    Stacy Phillips supported this idea  · 

  2. Email Notification (Activity Assigned)

    97 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Stacy Phillips supported this idea  · 

  3. email reminders on tasks that go uncompleted or possibly overlooked

    13 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Stacy Phillips supported this idea  · 

  4. Really need email reminders for future tasks/activities. This should be a standard feature of any CRM system.

    3 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Stacy Phillips shared this idea  · 

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