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Kristen

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10 results found

  1. Expand Automations to include trigger events around specific workflow or activity templates

    13 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kristen supported this idea  · 

  2. Add a Trigger Event for Automations for Calendar Entry- change or completion

    12 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kristen supported this idea  · 

  3. automation trigger for advisor change

    98 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kristen supported this idea  · 

  4. Make ALL Fields Searchable in the Advanced Search

    218 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kristen supported this idea  · 
    An error occurred while saving the comment
    Kristen commented  · 

    Another field that needs to be including in the contact category is workflows! We use workflows to show when we should meet with clients, and this would be tremendously helpful so we know if any clients are missing workflows.

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    Kristen commented  · 

    Another searchable field should be workflows!

  5. More Filters for Workflows Reports

    3 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kristen shared this idea  · 

  6. Servicing Advisor = Advisor Role

    73 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kristen supported this idea  · 

  7. Fluid Role Reassignment in workflows...

    24 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kristen supported this idea  · 

  8. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    82 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kristen supported this idea  · 

  9. Copy Roles selection to the Spouse in a new contact

    36 votes
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    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Kristen supported this idea  · 

  10. Set Roles when Creating new Contact

    42 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Kristen supported this idea  · 

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