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Dan

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  1. Workflow automation to create Activities

    325 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Dan commented  · 

    Found this page via Google search for the same idea. Was this ever implemented?

  2. Add a timestamp field to the Contact page so the user can see the last time any update was made to the page

    12 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Dan shared this idea  · 

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