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  1. 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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    Anonymous commented  · 

    Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each time an activity is updated and completed. We are often forgetting to re add the team each time, as in the old system this remained saved in the activity.

    Anonymous shared this idea  · 

  2. Activity Creator should get notification of task completed

    93 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

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