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Brian Parke

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5 results found

  1. Dynamic Workflow Due Dates

    420 votes
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    20 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brian Parke commented  · 

    There is another thread in the suggestions page called "Dynamic Workflow Due Dates" which currently has more votes than this thread. The idea is the same. I would advise anyone who up-voted this to also up-vote that thread!

    Brian Parke supported this idea  · 

  2. Automations: Change of Contact Status TO Create/Update Contact Tag Group

    45 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Brian Parke commented  · 

    Tag groups could also be used to automate workflows, activities, etc. This would be helpful for marketing events and campaigns.

  3. ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....

    52 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Brian Parke supported this idea  · 

  4. Workflow - Linked Accounts

    128 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brian Parke supported this idea  · 

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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