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Tara Ledwith

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9 results found

  1. Multiple actions

    23 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Tara Ledwith commented  · 

    a user can set up in their preferences to be notified when a workflow is assigned to them so you wouldn't need both

  2. Activity Template Automation

    64 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tara Ledwith commented  · 

    this would be ideal -- we have converted quite a few workflows to activity templates due to their ease of use -- but we are missing the automations -- i.e. when a status changes to deceased how great would it be to have the activity template triggered. -- we are missing the automations now that we are going full circle back to activities vs workflows

    Tara Ledwith supported this idea  · 

  3. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Tara Ledwith commented  · 

    This would be beyond helpful!!

    Tara Ledwith supported this idea  · 

  4. Personal Profile Form - Accounts Ownership

    20 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Tara Ledwith supported this idea  · 

  5. personal profile form w/ UDF's

    26 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Tara Ledwith supported this idea  · 

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

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tara Ledwith commented  · 

    In the Ownership Drop Down Menu there should be Individual TOD and Joint TOD

  7. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tara Ledwith supported this idea  · 

  8. On the Personal Profile form could you add the "know your client" information/sections to the form?

    24 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tara Ledwith supported this idea  · 

  9. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Tara Ledwith commented  · 

    We would like you to add the asset field to the custom export so we can get a report that shows us all assets NOT under our management -- in other words the opportunity!!

    Tara Ledwith supported this idea  · 

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