Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. E-mail notifications for comments on existing notes

    394 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    A simple checkbox next to the comment section for "Notify the originator of the Note" would suffice.

    Seems like an easy add that would be very helpful.

    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    The new comments section on notes is very helpful! But would be even more helpful if users could receive notification when others comment on their posted Note.
    This way a conversation can be recorded and tasks / information can be tracked between users.
    Would be very helpful!!!

  2. @mention for Note User Notification in Alerts Bell

    67 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    It would be so helpful to have @Mention as a functionality - especially with tagging users in a comment.
    This way, activities can be assigned easier and users can be notified when they are @mentioned in an task/comment/note, etc.

    Other CRMs use this functionality and it is a very tempting, cutting-edge feature!

Feedback and Knowledge Base

(thinking…)