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  1. 135 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    Would be nice if we could select multiple users to notify on an activity or whatever notifying of.
    I know you can notify teams, but sometimes they are random users that would never be on the same team.

    Anonymous supported this idea  · 
  2. 83 votes
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    Anonymous commented  · 

    We would like to have our annual consults activities automatically start a workflow 30 days out from the date of the consult. Unfortunately, if we add the consult as an activity now for a date in the future over 30 days (i.e. June 20, 2018) it will activate the workflow now instead of 30 days out. We need to be able to have the workflow activate via the automation 30 days out instead of immediately when the activity is scheduled.

    Anonymous supported this idea  · 
  3. 593 votes
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    Anonymous supported this idea  · 

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