Scott Crane

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56 results found

  1. automate activities based by Client Status

    20 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane supported this idea  · 

  2. Automation Activity Update

    43 votes
    4 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  3. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  4. Target Dates Based on Previous Step

    28 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Scott Crane supported this idea  · 

  5. Add "On Creation Date" to the Step Due in a workflow Step.

    38 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Scott Crane supported this idea  · 

  6. Make a workflow step's due date relative to previous step's completion

    86 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Scott Crane supported this idea  · 

  7. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Scott Crane supported this idea  · 

  8. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

    33 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Scott Crane supported this idea  · 

  9. Workflow due dates

    26 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Scott Crane supported this idea  · 

  10. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

    17 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Scott Crane supported this idea  · 

  11. Scheduling & Confirmations

    154 votes
    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Scott Crane supported this idea  · 

  12. client review

    20 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane supported this idea  · 

  13. Custom Trigger Events

    203 votes
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane supported this idea  · 

  14. Add Ability to Bulk Re-Categorize Completed Activities

    6 votes
    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Scott Crane shared this idea  · 

  15. Mark Activity Incomplete or Canceled

    34 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Crane shared this idea  · 

  16. ACTIVITY NOTE

    18 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Crane supported this idea  · 

  17. Things to Do Today

    26 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Crane supported this idea  · 

  18. **Please don't classify activities as past due until after the end date**

    106 votes
    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Crane supported this idea  · 

  19. Auto-Assign CSA Role Based on Advisor

    38 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Scott Crane supported this idea  · 

  20. Servicing Advisor = Advisor Role

    76 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 
2

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