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Rachella Davis

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  1. Account Value Automations

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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Rachella Davis commented  · 

    We are looking for classify our clients in redtail based on their Account Balance. It would be an amazing feature if the Category would automatically change/edit once the balance goes up or down. For example, we could set a certain dollar figure range for a certain class and once a client’s account goes over or under that certain dollar range, it would automatically change the category to the appropriate Category/Client Class that we have set for that dollar amount?

    Rachella Davis supported this idea  · 

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