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1. Age Based Triggers

   873 votes

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   27 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Mary W supported this idea  ·  Mar 11, 2021

2. nickname

   114 votes

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   6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Mary W supported this idea  ·  Mar 11, 2021

3. Automation Trigger Event: Client Age

   96 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Mary W supported this idea  ·  Mar 11, 2021

4. Quick Filter for Search Bar

   7 votes

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   2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Mary W shared this idea  ·  Jul 27, 2020