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Karen Caprio

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  1. Automation Activity Update

    40 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Karen Caprio supported this idea  · 

  2. Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each tim

    38 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Karen Caprio supported this idea  · 
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    Karen Caprio commented  · 

    Currently to have a individual(s) kept in the loop of an activity you must add them as an attendee. So for a supervisor or manager of multiple people or even those individuals just on a team, this can add numerous tasks to their calendar that are truly unnecessary and can clutter their own tasks lists. BUT, If a team notification can default to keep the original team notified at the creation of the activity for all current update of notes, date changes, completes, etc. it is just an email that must be read. I imagine this option would benefit the masses than just the ones making the suggestions But by looking at the dates on this topic, and the suggestions have not gone any further than "Under Review" in March of 2016. It hasnt been revisited as a worth while upgrade

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