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Tracie

← Customer Feedback for Redtail Technology

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3 results found

  1. Activity Template Automation

    64 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tracie commented  · 

    A lot of tasks do not need a full workflow so having the automation action link to an Activity Template would help tremendously.

    Tracie supported this idea  · 

  2. Opportunity Notifications

    16 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Tracie shared this idea  · 

  3. Life/domestic partner option in Family (in lieu of Spouse)

    13 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tracie shared this idea  · 

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