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Amy Malay

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3 results found

  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  2. automation trigger for advisor change

    95 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Amy Malay shared this idea  · 

  3. Show the Details of the Actions done on the Timeline

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Amy Malay supported this idea  · 

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