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mike

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    mike commented  · 

    Yes, agree! We would love to have the ability to setup a workflow to trigger to automatically start at a certain date and frequency (i.e. the first of every month or quarter for month end or quarter end processes). This would be a huge efficiency gain in our office!

    mike supported this idea  · 

  2. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    mike supported this idea  · 

  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    mike supported this idea  · 

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