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Rhonda Murphy

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Rhonda Murphy supported this idea  · 

  2. Expand Automation Options

    148 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Rhonda Murphy supported this idea  · 

  3. Enable/Disable Birthday Reminder

    48 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Rhonda Murphy supported this idea  · 

  4. Could we allow clients/prospects to schedule appts directly from our company's website

    58 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rhonda Murphy supported this idea  · 

  5. Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it w

    30 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rhonda Murphy supported this idea  · 

  6. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Rhonda Murphy supported this idea  · 
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    Rhonda Murphy commented  · 

    I would like to see more additional triggers as well. For instance when a client reaches the age of 70.5 and subject to RMD or even when the client reaches Social Security age or Medicare age I would like for certain things to be triggered.

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