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Sara Clayton

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My feedback

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  1. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sara Clayton commented  · 

    I would like to see the client review date as a trigger as well as the ability to create custom triggers.

    Sara Clayton supported this idea  · 

  2. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sara Clayton supported this idea  · 
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    Sara Clayton commented  · 

    I would also like to be able to pull the age and DOB for both the Head of Household and spouse.

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