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Graig

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  1. workflow automation

    76 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Graig commented  · 

    I hate this suggestion box idea, FWIW.

    Automations seem very powerful, but they're like a car the speed of which is limited to 40 MPH. There are so many other useful things that could trigger an automation in addition to the handful that are listed (and how did something so specific as Orion get added?) Why not, allow automations based on a keyword being assigned, for example?

  2. If favorite contacts, why not favorite reports?

    6 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Graig shared this idea  · 

  3. automation trigger for advisor change

    95 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Graig supported this idea  · 
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    Graig commented  · 

    Or for a host of other changes. This could be a powerful tool, but the triggering actions are very limited.

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