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1. Email reminders for when activities are due

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Michelle Daniel commented  ·  May 1, 2024  ·  Delete…

   Clearly the technology is there for the creator to receive an email from Redtail with the necessary information, since an email is received when the activity is created (which is only marginally helpful). It would be infinitely more useful if the activity was emailed again (or instead) on the due date as a reminder.

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   Michelle Daniel supported this idea  ·  May 1, 2024