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1. Add Workflow Task Notes

   30 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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!

   AdminHayley Mandrup (Product Owner, Redtail Technology) shared this idea  ·  August 19, 2020

2. Turn off email notifications for activities if the only change to the activity is the date (moving it forward--taking it out of past due)

   25 votes

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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!

   An error occurred while saving the comment
   AdminHayley Mandrup (Product Owner, Redtail Technology) commented  ·  September 25, 2018  ·  Delete…

   Sure! If you click on your name in the top right hand corner to select Preferences you can go to the Notifications box and change yes to no for emails on updated activities.

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