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Angie

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48 results found

  1. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 

  2. When creating new activity, give users the option to make the "more details page" the default.

    782 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angie supported this idea  · 
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    Angie commented  · 

    If our office used the details box as the default this would not generate one email notification when we select create and edit then another email notification once we've filled in the details or added another user and hit save. I know we can turn off these email notifications but we do not want to but would like to only receive one email for one activity unless of course there's an edit to the activity after it has actually been created.

  3. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. schedule activity for last business day or first business day not just day of the week

    56 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angie commented  · 

    We should have a weekday option when scheduling reoccurring items. For instance, Scheduling a task to contact a client the 3rd weekday of each quarter rather than the 1st Wednesday which could end up being the 5th weekday of the month.

    Angie supported this idea  · 

  5. Workflow - Linked Accounts

    125 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie supported this idea  · 

  6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Angie supported this idea  · 

  7. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    242 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Angie supported this idea  · 

  8. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Angie supported this idea  · 
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