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Grace Sims

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Add a 'Contact Category Change' Trigger Event for Automations

    199 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Grace Sims supported this idea  · 

  2. I need to see clients trust accounts on their Contact page.

    79 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Grace Sims supported this idea  · 

  3. Trusted Contact

    181 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Broadcast email - using "Enter" key in subject line causes email to send immediately.

    48 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  5. Age Based Triggers

    870 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Grace Sims supported this idea  · 

  6. Activity Completed Trigger

    276 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Grace Sims supported this idea  · 

  7. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Grace Sims supported this idea  · 

  9. Ability to send broadcast email as the advisor

    103 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Grace Sims shared this idea  · 

  10. Arrange All Day Activities

    76 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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