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8 results found

  1. Just an important comment about updates

    3 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Anonymous shared this idea  · 

  2. Add Contact Name to Notification Subject Line

    90 votes
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    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    PLEASE accelerate your processes with this. It is SOOO frustrating not to have the client name in the subject line. Catherine

    Anonymous supported this idea  · 

  3. email notification

    30 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  4. On Email notifications, put linked contact's name at the top of the email (with type/subject)

    5 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  5. Add client name to subject line in email notification

    19 votes
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    2 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    PLEASE update this so the client name (or just last name) shows in email notifications. It would help SOOOO much when trying to prioritize multiple notifications. It makes the email sOOO much more relevant with the client name.

    Anonymous supported this idea  · 

  6. Email Notification (Activity Assigned)

    94 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    Or if the subject line could include the client's name - that would be sooooo helpful!

    Anonymous supported this idea  · 

  7. Option to NOT notify existing activities attendees

    52 votes
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    2 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  8. Under Activities, Displaying Both names rather than "2 Users" .

    50 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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