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  1. 48 votes
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  2. 4 votes
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    Anonymous shared this idea  · 
  3. 420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    I've thought to myself several times that that would be helpful.

    Anonymous supported this idea  · 
  4. 200 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I'd like Category change to be a trigger event. We send cards to our high value clients. If a client transitions from "service only" to fully engaged I'd like to get a reminder to update things with our card vendor or have RT create an activity for me.

  5. 18 votes
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    Anonymous supported this idea  · 

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