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Sherod Bigelow

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8 results found

  1. Automations: Change of Contact Status TO Create/Update Contact Tag Group

    45 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sherod Bigelow commented  · 

    In the automation templates, it would be great to have "Tab Groups" available in the Set Field Action Type. For example, trigger event set to contact added, add to tag group "ABC123". Or new email added, add to tag group FMGsuites.

    Sherod Bigelow supported this idea  · 

  2. Activity Completed Trigger

    275 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Add a 'Contact Category Change' Trigger Event for Automations

    197 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. automation attended seminar

    18 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. Please add security levels definable by user, such as only an admin user can alter index listsor

    110 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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  8. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Sherod Bigelow supported this idea  · 

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