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Allison

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My feedback

3 results found

  1. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Allison supported this idea  · 

  2. Age Based Triggers

    870 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Allison commented  · 

    including UTMA/UGMA as part of the age base trigger would be wonderful as well.

    Allison supported this idea  · 

  3. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Allison supported this idea  · 

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