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Kelly

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4 results found

  1. Workflow - Linked Accounts

    122 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly commented  · 

    Can we link an ACCOUNT to a workflow? We have some instances where the account needs work done.....

    Kelly supported this idea  · 

  2. Creating an Activity Should Send ONE Notification

    38 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  3. Missing UDF Report

    15 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kelly supported this idea  · 
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    Kelly commented  · 

    Is there a quick and easy way to run a UDF report as to who DOESN’T have a certain UDF assigned to them?

  4. Pin a note at the same time you create it

    48 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

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