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Debbie Fowler

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5 results found

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

    759 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Debbie Fowler supported this idea  · 

  2. Please add the option to a bulk 'Review Frequency' change

    46 votes
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    4 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Debbie Fowler supported this idea  · 

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

    1,256 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Debbie Fowler supported this idea  · 
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    Debbie Fowler commented  · 

    I concur!!!

  4. Add Client Review Dates in Bulk

    40 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Debbie Fowler supported this idea  · 

  5. Calendar Blocking

    124 votes
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    7 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Debbie Fowler supported this idea  · 

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