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Caroline

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  1. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Caroline supported this idea  · 

  2. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Caroline supported this idea  · 
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    Caroline commented  · 

    Can we add a "Notes" field in the Client Review Section as well?

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