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← Customer Feedback for Redtail Technology

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28 results found

  1. Show note comments on timeline

    328 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  2. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  5. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  6. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. Option to view all activities

    386 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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