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Gage Harris

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7 results found

  1. Activity Template Automation

    97 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Gage Harris supported this idea  · 

  2. From Workflow to Workflow

    93 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Gage Harris supported this idea  · 

  3. Automation Trigger Event: Client Age

    108 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Gage Harris supported this idea  · 

  4. Automation condition based on "activity Template"

    43 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Gage Harris supported this idea  · 

  5. Update workflow automation to treat a modified activity type as a newly created activity

    35 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Gage Harris supported this idea  · 

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

    15 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Gage Harris supported this idea  · 

  7. Workflow Step Due Date - Add date of creation

    12 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Gage Harris commented  · 

    Hi Ann. I've noticed that if you don't select a date, you are able to apply one to the tasks. HOWEVER, we are really hoping to allow for a timestamp especially if they are linked to a client meeting/appointment

    Gage Harris supported this idea  · 

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