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Mark Humphreys

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  1. 66 votes
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  2. 756 votes
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  3. 211 votes
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  4. 29 votes
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  5. 16 votes
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  6. 107 votes
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  7. 100 votes
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  8. 134 votes
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  9. 152 votes
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    Mark Humphreys commented  · 

    Adding my voice to this - Tailwag 2.0 shows ALL birthdays, ALL updates, ALL workflows, etc. It is very NOISY and the ability to filter by advisor, or group of advisor, type of contact, etc. would be an important enhancement. Allow each user to set up an "And/Or" tree like when defining a QuickList and set that as their default for reminders, updates, etc.

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  10. 18 votes
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  11. 765 votes
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  12. 383 votes
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  13. 420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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