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Zoe

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Referral as a Trigger Event

    42 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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  2. Add Clients by Region Mapping/Reporting

    222 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Zoe supported this idea  · 

  3. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Zoe supported this idea  · 
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    Zoe commented  · 

    This is exactly what I came here to say! Other Trigger suggestions: Contact Category Changed, Marital Anniversary, and Birthday.

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