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3 results found

1. Age Based Triggers

   873 votes

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   27 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Jacob Williams commented  ·  Dec 14, 2020  ·  Delete…

   This would be incredibly helpful!

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   Jacob Williams supported this idea  ·  Dec 14, 2020

2. Automation Trigger Event: Client Age

   96 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Jacob Williams commented  ·  Dec 14, 2020  ·  Delete…

   Please! This would allow many more automations to increase productivity and effective client communication!

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3. docusign

   56 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the 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!

   Jacob Williams supported this idea  ·  Sep 22, 2020