John Litscher

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My feedback

4 results found

  1. automation trigger for advisor change

    98 votes
    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    John Litscher commented  · 

    It would be nice to have more automation features. Specifically I would like one that would notify me if servicing advisor on a client is changed since we work in a group setting. Thanks.

    John Litscher supported this idea  · 

  2. Add a 'Contact Category Change' Trigger Event for Automations

    199 votes
    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    John Litscher commented  · 

    It would be nice to have an automation that kicks in upon a change in Client Category (where we store A,B,C ranking of clients). Thanks.

    John Litscher supported this idea  · 

  3. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    John Litscher supported this idea  · 

  4. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    John Litscher supported this idea  · 

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