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1. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

   83 votes

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   6 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Grant shared this idea  ·  Jul 28, 2015

2. Provide an option to grant client access to a folder or subfolder..

   76 votes

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   7 comments  ·  Redtail Imaging » Files/ Folders  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Grant supported this idea  ·  Jul 6, 2015