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Andrew Barnes

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5 results found

  1. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Andrew Barnes supported this idea  · 

  2. Quickly reference contact card from within workflows

    46 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Andrew Barnes shared this idea  · 

  3. adding multiple contacts to an activity

    120 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Andrew Barnes commented  · 

    Second! We should be able to link as many contacts as we need to during the creation phase of the activity.

    Otherwise, any automations that run due to an activity creation does not appropriately link to all desired contacts, only the first contact we link because we are limited to linking one contact during the initial activity creation.

    Let's add the capability to add multiple contacts DURING the activity creation phase.

    Andrew Barnes supported this idea  · 

  4. schedule activity for last business day or first business day not just day of the week

    56 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Andrew Barnes supported this idea  · 
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    Andrew Barnes commented  · 

    I agree! We need to be able to repeat activities on say the 5th business day of the month.

    Trying to get a similar result using the "Repeat on the Second Monday" has a daily range between the 8th (if the month starts on Monday) to the 14th (if the month starts on Tuesday). That is a range of 7 days, or about 25% of the month.

    That doesn't give our scheduling for recurring tasks a lot of accuracy.

    Scheduling by business day would help a ton! Thanks!

  5. Link Account to Multiple Contacts

    93 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Andrew Barnes supported this idea  · 
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    Andrew Barnes commented  · 

    I agree...this is absolutely needed to accurately setup Joint, Trust, Custodial, and any other account types that involve more than one person.

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