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1. Outcome of one workflow feed into another workflow

   511 votes

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   21 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!

   Russ Blahetka supported this idea  ·  Nov 28, 2016

2. Include Trusts in the Family Portfolio Value

   258 votes

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   25 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Russ Blahetka supported this idea  ·  May 8, 2013