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1. Custom Trigger Events

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   18 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Aug 29, 2021  ·  Delete…

   The Trigger Events need to be expanded by 10 fold.
   There are daily items that this would be useful form.
   Notes, Tags, UDF's, Closed Accounts, Etc.

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   Anonymous supported this idea  ·  Aug 29, 2021

2. customize today page

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 8, 2021