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Andrea

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7 results found

  1. Automation Activity Update

    52 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Andrea supported this idea  · 

  2. More automation triggers

    39 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Andrea supported this idea  · 

  3. Activity Template Automation

    104 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Andrea supported this idea  · 

  4. automation

    14 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Andrea supported this idea  · 

  5. automation

    10 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Andrea supported this idea  · 

  6. Add "Create Activity from Template" to automation actions

    37 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Andrea supported this idea  · 
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    Andrea commented  · 

    It would be great to add tasks or activity template to an automation.

  7. Customize Dashboard

    46 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Andrea commented  · 

    Hi there - it would be really nice to have the ability to customize the dashboard and add some capabilities. Salesforce.com is great at this. The dashboard section could really be leveraged for advisors for a quick glance at everything that is in red-tail. Birthday this month for clients. Also for example it would be nice to see top 20 clients with AUM and rating. The current account summary dashboard would be good to customize the breakdown of categories...breaking out the held away assets.

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