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Matthew Bates

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  1. 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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    Matthew Bates commented  · 

    This is definitely critical to have the reminders come through. May be even the capability to set multiple reminders for a task. I would find it helpful to have a reminder out 1 week, then 3 days, then 1 day.

    But one reminder option is way better than none.

    Matthew Bates supported this idea  · 

  2. Email reminders for when activities are due

    40 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matthew Bates commented  · 

    This is definitely critical to have the reminders come through. May be the capability to set multiple reminders for a task. I would find it helpful to have a reminder out 1 week, then 3 days, then 1 day.

    Matthew Bates supported this idea  · 

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