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1. Dynamic Note/Activity Templates

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Megan S shared this idea  ·  Oct 31, 2023

2. Birthday Reminders

   12 votes

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   1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Megan S supported this idea  ·  Oct 31, 2023

3. Birthday

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Megan S supported this idea  ·  Oct 31, 2023