June Salazar

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    42 votes
    7 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
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    June Salazar commented  · 

    We also would like to use TailWag to generate a birthday email. We would like to set it up once and have the CRM send out an email with a birthday message on our clients' birthdays. We don't want to run a report daily and send a broadcast email ourselves. We want it to happen automatically. Please make this possible.

  2. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    June Salazar supported this idea  · 

  3. calendar scroll

    35 votes
    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    June Salazar commented  · 

    Agreed - all other calendars I have used have this ability.

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