Zoe

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Add Clients by Region Mapping/Reporting

    225 votes
    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Zoe supported this idea  · 

  2. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Zoe supported this idea  · 
    An error occurred while saving the comment
    Zoe commented  · 

    This is exactly what I came here to say! Other Trigger suggestions: Contact Category Changed, Marital Anniversary, and Birthday.

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