My feedback

2 results found

1. Client review dates should NOT auto change

   41 votes

   Vote Vote Vote

   Vote

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   3 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   An error occurred while saving the comment
   Jesse commented  ·  Jul 13, 2023  ·  Delete…

   It would be GREAT if the client review reminder was a triggering event for a automation that created an activity for the client.

   Save Submitting...
   Jesse supported this idea  ·  Jul 13, 2023

2. Jesse

   6 votes

   Vote Vote Vote

   Vote

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Jesse shared this idea  ·  Jul 13, 2023