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← Customer Feedback for Redtail Technology

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5 results found

  1. Automation based on UDFs/Dates

    42 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous shared this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Add roles to the main page for a contact

    186 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Adding Additional Roles

    240 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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