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Jeremy Vaught

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  1. Tax Qualification on integrations

    6 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Jeremy Vaught shared this idea  · 

  2. Tax Qualification on integrations

    3 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Jeremy Vaught shared this idea  · 

  3. Dynamic Workflow Due Dates

    420 votes
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    20 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeremy Vaught commented  · 

    On workflows, once a step is complete, have the tasks associated with the next step automatically update to a due date of when the previous step is completed or when that next step becomes active. For example, Step 1 started on 3/25/2024, Step 1 completed on 4/1/2024, Step 2 becomes active 4/1/2024, tasks associated with Step 2 have a due date of 4/1/2024.

    Jeremy Vaught supported this idea  · 

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