Skip to content

Jan Stewart

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    90 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…)
    1 comment  ·  Redtail CRM » Notes  ·  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
    Jan Stewart supported this idea  · 

  2. Notify User in Note

    85 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…)
    4 comments  ·  Redtail CRM » Notes  ·  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
    Jan Stewart commented  · 

    When we put a note in Redtail and tag it as customer service, we sometimes use the feature of sending an e-mail to someone on our team. We think it would be helpful to be able to go back and see if we did indeed send a person an e-mail, if the note had been put in a few days ago. This would help us to not keep reminding the person, if indeed the e-mail had been sent already.

    Jan Stewart supported this idea  · 

Feedback and Knowledge Base

(thinking…)