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Cole Reynolds

← Customer Feedback for Redtail Technology

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8 results found

  1. Automatic daily birthday (and/or anniversary) reminder emails sent to advisors

    3 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Cole Reynolds shared this idea  · 

  2. let's talk bubble for support chat

    20 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Cole Reynolds supported this idea  · 

  3. Moveable Chat bubble

    34 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Cole Reynolds supported this idea  · 

  4. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    84 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Cole Reynolds supported this idea  · 

  5. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    42 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Cole Reynolds supported this idea  · 

  6. Birthday report

    8 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Cole Reynolds supported this idea  · 

  7. birthday reminder

    28 votes
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    3 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Cole Reynolds supported this idea  · 

  8. Automated Scheduling in Redtail

    20 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Cole Reynolds supported this idea  · 

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