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Carolyn

← Customer Feedback for Redtail Technology

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7 results found

  1. activity

    25 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Carolyn supported this idea  · 

  2. Automation Trigger Event: Client Age

    93 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carolyn commented  · 

    Please consider - this idea is referenced in a number of requests.

    Carolyn supported this idea  · 

  3. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carolyn supported this idea  · 

  4. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carolyn supported this idea  · 

  5. activity from email, email from activity

    41 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Carolyn supported this idea  · 

  6. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Carolyn supported this idea  · 

  7. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Carolyn supported this idea  · 

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