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Craig Joncas

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7 results found

  1. Collapse Workflow Steps

    32 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Craig Joncas supported this idea  · 

  2. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Joncas supported this idea  · 

  3. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Craig Joncas supported this idea  · 

  4. Activity Completed Trigger

    275 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Craig Joncas shared this idea  · 

  5. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Craig Joncas commented  · 

    Yes, please do this and add "activity completed" as a trigger...Very important.

  6. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    95 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Craig Joncas supported this idea  · 

  7. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Craig Joncas supported this idea  · 

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