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Reuben

← Customer Feedback for Redtail Technology

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4 results found

  1. Add Automation Trigger for "Created by User"

    6 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Reuben shared this idea  · 

  2. More Automation Triggers!

    128 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Reuben supported this idea  · 

  3. automation trigger for advisor change

    95 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Reuben supported this idea  · 

  4. New contact from with household permissions

    3 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Reuben shared this idea  · 

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