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Chris Knowles

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  1. Add the Automation Condition field - Created By

    50 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Chris Knowles commented  · 

    Great suggestion! The list of fields and triggers for Automations is fairly limited, this addition would have a heap of use cases.

    Chris Knowles supported this idea  · 

  2. When entering a Social Security Number, the field auto populates the dashes. Can this feature be added to all date fields?

    33 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chris Knowles supported this idea  · 

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