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Wendi Hall

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7 results found

  1. Have the ability to attach an email to another contact besides the contact that the email is sent to.

    26 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Wendi Hall supported this idea  · 
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    Wendi Hall commented  · 

    This happens with a spouse, too. I want the email going to the contact to also show up as an email to the spouse. Now I have to copy it to the contact after it's sent.

  2. A global setting that would put spouses name in the Additional Linked Contact field automatically

    15 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Wendi Hall supported this idea  · 

  3. Copy note to additional contact

    10 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Wendi Hall supported this idea  · 

  4. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Wendi Hall commented  · 

    With many firms working in both wealth management and accounting/tax, this feature is critical to allow these firms to use ONE task/CRM system to monitor and track projects and tasks.

    Wendi Hall supported this idea  · 

  5. Organize task list

    69 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Wendi Hall supported this idea  · 

  6. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  7. Need ability to reorder tasks in a Workflow

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

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