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1. Multiple linked contacts in workflows - Display their names, not "2"

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kira Wilson supported this idea  ·  April 26, 2023

2. workflow templates

   12 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kira Wilson supported this idea  ·  April 26, 2023

3. Organizing Custom Reports

   4 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Kira Wilson shared this idea  ·  October 18, 2021