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28 results found

  1. Calendar Sync

    16 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    JT Aztec supported this idea  · 

  2. Dynamic Workflow Due Dates

    373 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. Multi Select Move Tool in Redtail Imaging

    9 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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  4. Notify User

    28 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. Beneficiary report

    16 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  6. Email Blasts - Birthdays

    25 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  7. add an "as of date" to estimated net worth- this changes!!!

    12 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  8. trigger events

    18 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JT Aztec supported this idea  · 
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