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Juli Mitzner Charlesworth

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6 results found

  1. myrepchat

    11 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Juli Mitzner Charlesworth supported this idea  · 

  2. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    26 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Juli Mitzner Charlesworth supported this idea  · 

  3. My Rep Chat Note Categories

    8 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  4. smartwaiver

    3 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Juli Mitzner Charlesworth shared this idea  · 

  5. Office 365 links to documents

    33 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  6. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Juli Mitzner Charlesworth supported this idea  · 

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