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Wade Johnson

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  1. I need additional Mail Merge Fields

    542 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Wade Johnson commented  · 

    1&2 above are very important to us. Word 2003 is a very old format.

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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Wade Johnson commented  · 

    Integrate Know your client Review with actual Activities. Once the adviser has met with the client, enable the last meeting date to be updated.

    Wade Johnson supported this idea  · 

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