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1. Egnyte Cloud Server

   31 votes

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   5 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Donald F. Morgan supported this idea  ·  Apr 20, 2018

2. Add a 'Contact Category Change' Trigger Event for Automations

   199 votes

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   20 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Donald F. Morgan commented  ·  Aug 10, 2016  ·  Delete…

   Once a step is complete, have system create note.

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   Donald F. Morgan supported this idea  ·  Aug 10, 2016