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Veronica Schweitzer

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3 results found

  1. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Veronica Schweitzer supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Veronica Schweitzer supported this idea  · 
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    Veronica Schweitzer commented  · 

    It would be really helpful to have the color of the comments link change to Green or Red when a comment has been added. These comments can often be overlooked even thought it does say that there in a comment added. Changing the color would help to alert the advisor that there is additional information.

  3. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    42 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Veronica Schweitzer commented  · 

    I also would like the system to automatically send birthday emails as well. Please & Thank you

    Veronica Schweitzer supported this idea  · 

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