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Sarah Bowers

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Being able to add a name of a dependent or parent without having to create a contact record.

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sarah Bowers shared this idea  · 

  2. Automation Added based on Trigger Activity Added - More Conditions Needed

    25 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sarah Bowers supported this idea  · 

  3. Expand Conditions for Automating Permissions / Roles

    22 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sarah Bowers supported this idea  · 

  4. If conditions true options in automation

    31 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sarah Bowers supported this idea  · 

  5. Automations IF conditions...

    35 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sarah Bowers supported this idea  · 

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