Turning Email Notifications on or off for activities that are assigned to you

When another database user assigns you an activity in Redtail CRM, you can control whether you receive an email notification letting you know about the assignment.  

To adjust this setting, click on the Manage Your Account menu and select Change Site Preferences:


The second section you'll see on the Change Site Preferences page is Activity Management:


Click on the menu box to the right of Email Notification — Assigned Activities to select Yes or No:


After selecting your desired setting, click Save in the upper right hand corner of the Activity Management section and you will have successfully changed this setting.

If you select "No", you can always view your Dashboard Calendar or your main Calendar to see items that are assigned to you.

If you select "Yes", you'll receive email notification each time an activity is assigned to you by another database user.  An example of one of these emails is below:


In these notifications, you can see the Date and Time of the activity, the Activity Type, the contact/client to whom the activity is attached, the subject line of the activity, any notes added to the activity and the user that assigned it to you.

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