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Tara Ledwith

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6 results found

  1. Activity Template Automation

    76 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  · 

  2. Customize Personal Profile Form

    468 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  · 

  3. 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  · 

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

    242 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

  5. 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  · 

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

    925 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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