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Keri Cruz

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3 results found

  1. Automation - Trigger Event - Contact Category Change

    47 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Keri Cruz commented  · 

    A trigger event for when a contact category changes is critical for us!!

    Keri Cruz supported this idea  · 

  2. Add contact/client names to appointments on calendar

    6 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Keri Cruz supported this idea  · 
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    Keri Cruz commented  · 

    I highly agree - it's annoying to hover over the "2 linked contacts" to be able to see who the meeting is for. By only tagging one client, you can see who the meeting is for easier but then it causes issues of not knowing if both clients or just one are attending. Redtail should make it a preference to show all contact names or consolidate to the number of linked contacts.

  3. Adding Search Bar/Filter to a Contact Record's UDF Section

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Keri Cruz shared this idea  ·