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Mary Chapman, CFP, CKA

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3 results found

  1. customize today page

    73 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Mary Chapman, CFP, CKA supported this idea  · 

  2. Allow for automations to create activities

    23 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mary Chapman, CFP, CKA supported this idea  · 

  3. When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.

    1 vote
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mary Chapman, CFP, CKA shared this idea  ·