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← Customer Feedback for Redtail Technology

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3 results found

  1. Folders for use inside Documents

    72 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous supported this idea  · 

  2. Install a pop up option

    35 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  3. Report for insurance premiums due

    14 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    I would like to be able to create an automation that would create a task based on the issue date of an account. Example: Create a task for the servicing advisor to schedule a planning review 30 days in advance of the account issue date.

    Anonymous shared this idea  · 

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