Anonymous

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4 results found

  1. Custom Trigger Events

    203 votes
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    It would be helpful to receive an alert/trigger for a contact that had NO activity during a previous pre-set period of time. For example, if there is NO ACTIVITY for a contact during the previous 12 months, user will be alerted. This will assist with compliance requirement to have some form of contact with client at least once per year.

    Anonymous supported this idea  · 

  2. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  4. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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