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Jaci Myers

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    28 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Jaci Myers supported this idea  · 

  2. More extensive family tree capabilities

    8 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jaci Myers supported this idea  · 

  3. personal profile form

    7 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jaci Myers supported this idea  · 

  4. Suggested Feature for Workflows

    4 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jaci Myers supported this idea  · 

  5. workflow Notes & Linked Notes

    2 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jaci Myers supported this idea  · 

  6. Personal Profile

    19 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jaci Myers supported this idea  · 

  7. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jaci Myers supported this idea  · 

  8. Multi calendar option

    30 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Jaci Myers supported this idea  · 

  9. Add a 'Contact Category Change' Trigger Event for Automations

    197 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jaci Myers commented  · 

    This would be very useful for our business ! It would help marketing out a bunch!

    Jaci Myers supported this idea  · 

  10. Automation - Trigger Event - Contact Category Change

    41 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jaci Myers supported this idea  · 

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