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Julie Boulden

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5 results found

  1. Add " Registered Domestic Partners" to Marital Status field.

    41 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Julie Boulden supported this idea  · 

  2. 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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    Julie Boulden supported this idea  · 

  3. Automation for Linked Contacts in Family

    54 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Julie Boulden commented  · 

    In automations, please either add the trigger event "dependent added", OR make it so that dependents added after the fact have the same permissions as the head of household.

    Julie Boulden supported this idea  · 

  4. Add automation actions

    134 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Enable/Disable Birthday Reminder

    48 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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