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4 results found

  1. Activity template–based automations

    2 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Alaina shared this idea  · 

  2. nickname

    132 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Alaina supported this idea  · 

  3. Searching by client nickname

    38 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. Add nicknames to the search contact feature

    19 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Alaina shared this idea  ·