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  1. 45 votes
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  2. 26 votes
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  3. 91 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. 90 votes
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  5. 200 votes
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    An error occurred while saving the comment
    Anonymous commented  · 

    I would like to see when an ACTIVITY IS CLOSED with a specific type or category. Ex: Advisor just finished the review, typed their notes in the description and closed task, it create a new task assigned to a specific person to push out to next time they need to schedule review.
    With the older version of Redtail, when a task is closed by a 3rd party, the CREATOR of the task gets a notification.

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  6. 861 votes
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  7. 95 votes
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  8. 16 votes
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  9. 275 votes
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  10. 36 votes
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  11. 137 votes
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