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AJ Paslay

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  1. Direct Access to Email Templates within Workflow Tasks

    3 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    AJ Paslay shared this idea  · 

  2. When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, a

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    AJ Paslay shared this idea  · 

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