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Audrey Petrus

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My feedback

5 results found

  1. Add a 'Contact Category Change' Trigger Event for Automations

    194 votes
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    19 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Audrey Petrus supported this idea  · 

  2. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Audrey Petrus supported this idea  · 

  3. Age Based Triggers

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

  4. Automation templates & recurring workflows

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

    I would love this. Date specific would be great. Such as, "Every January 1st, if B clients, add X workflow."

    Audrey Petrus supported this idea  · 

  5. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Audrey Petrus supported this idea  · 

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