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  1. 36 votes
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    Paul Sharkey supported this idea  · 
  2. 14 votes
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  3. 1,217 votes
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  4. 6 votes
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    Paul Sharkey shared this idea  · 
  5. 37 votes
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    An error occurred while saving the comment
    Paul Sharkey commented  · 

    Similar to this - On Event (Complete Workflow Task) ; Do This (New Activity from Template) ; If Any/All conditions True (Task X is completed).

    That would be SO awesome.

    Paul Sharkey supported this idea  · 
  6. 167 votes
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    Paul Sharkey supported this idea  · 
  7. 542 votes
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  8. 235 votes
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  9. 36 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. 64 votes
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  11. 63 votes
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  12. 30 votes
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    Paul Sharkey commented  · 

    Yes - please add an "is not empty" sort of operand.

  13. 132 votes
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    Paul Sharkey supported this idea  · 
  14. 49 votes
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    Paul Sharkey commented  · 

    Since Redtail data = Paperwork data, this would provide nice lift to our firms that use Redtail.

    Paul Sharkey supported this idea  · 
  15. 69 votes
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    Paul Sharkey supported this idea  · 
  16. 76 votes
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    Paul Sharkey commented  · 

    Yes, this is needed to manage the data in growing firms that want to use your workflows!

    Paul Sharkey supported this idea  · 
  17. 45 votes
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    Paul Sharkey supported this idea  · 
  18. 38 votes
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    Paul Sharkey commented  · 

    I've had multiple 1st Global firms ask about why address changes or email changes from the Today's timeline view does not show the contact name or no way to click and get to the contact. This is very helpful for CPA Wealth Management firms that have to keep tax/accounting databases up to date.

    Paul Sharkey supported this idea  · 
  19. 1,250 votes
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    Paul Sharkey commented  · 

    Would be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.

    Paul Sharkey supported this idea  · 
  20. 561 votes
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    Paul Sharkey supported this idea  · 
    An error occurred while saving the comment
    Paul Sharkey commented  · 

    Would be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.

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