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*

    93 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jan Stewart supported this idea  · 

  2. Notify User in Note

    85 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    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  · 

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