Leo O'Connor Jr
My feedback
113 results found
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164 votes
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774 votes
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An error occurred while saving the comment This would be awesome if it created a task for us to schedule the meeting. Now if only automations could create activities too...
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1,239 votes
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45 votes
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1,371 votes
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782 votes
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925 votes
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12 votes
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76 votes
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108 votes
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45 votes
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90 votes
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184 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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39 votes
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17 votes
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12 votes
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An error occurred while saving the comment Exactly!!! Still an issue!
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36 votes
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22 votes
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50 votes
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125 votes
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An error occurred while saving the comment I have workflows that trigger when new accounts are added to the system. I'd appreciate if that account number was included in the workflow it triggered.
PS - would also like triggers based on new account types (but currently, by the time you add a proper account type, the account is no longer new. maybe let us put in a description before linking?)
Should be able to assign to a team as well as a role. If I am putting an action out for 5 years I don't want to assign it to whoever is our current client service person but to whoever that happens to be in 5 years.