Shelly Jones

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17 results found

  1. Head of Household indicated in contact main profile

    13 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shelly Jones supported this idea  · 

  2. add an "as of date" to estimated net worth- this changes!!!

    13 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shelly Jones supported this idea  · 

  3. search bar

    28 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shelly Jones supported this idea  · 

  4. Contact Record

    13 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shelly Jones supported this idea  · 

  5. RMD Information/Log

    15 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shelly Jones supported this idea  · 

  6. Transfer of Contact Info When a Client is Deceased

    2 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shelly Jones supported this idea  · 

  7. Ability to run SQL queries on database

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Shelly Jones shared this idea  · 

  8. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

  9. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

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

    199 votes
    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

  11. automate activities based by Client Status

    20 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

  12. workflow automation

    83 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

  13. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

  14. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

  15. Add more Automation Triggers

    73 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

  16. Add "Create Activity from Template" to automation actions

    25 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

  17. Activity Template Automation

    79 votes
    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shelly Jones supported this idea  · 

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