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Stephanie Kelm

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  1. 50 votes
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    Stephanie Kelm commented  · 

    When creating an automation, I would like to specify it for a user. Example: When an activity is created with the type 'Client Appointment' and the user is 'Scott Klatt', then the "Scott Prep" workflow should be attached to it (or an automatic task should be assigned to his assistant one day before)

    Stephanie Kelm supported this idea  · 
  2. 765 votes
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    Stephanie Kelm supported this idea  · 
  3. 1,256 votes
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    Stephanie Kelm supported this idea  · 
  4. 564 votes
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    Stephanie Kelm supported this idea  · 
  5. 46 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Stephanie Kelm supported this idea  · 
  6. 128 votes
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    Stephanie Kelm commented  · 

    I suggest you filter the reminders by servicing advisor. We have five reps in our office and they do not need to see everyone's reminders. It just becomes cluttered and messy.

    Stephanie Kelm supported this idea  · 
  7. 759 votes
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    Stephanie Kelm commented  · 

    Set up an automation as the reminder as a trigger (i.e. A reminder of a client review is on 7/1/15, then a task is automatically created two weeks before to set the appointment)

    Stephanie Kelm supported this idea  · 
  8. 152 votes
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    Stephanie Kelm commented  · 

    With multiple advisors, it is very frustrating to see everyone's birthday's, reviews, etc. It would be best to be able to sort by servicing advisor.

  9. 49 votes
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    Stephanie Kelm supported this idea  · 
  10. 127 votes
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    Stephanie Kelm supported this idea  · 

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