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Nikki Vos

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  1. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Nikki Vos supported this idea  · 
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    Nikki Vos commented  · 

    We would like to see an option to trigger an activity to remind clients of their upcoming appointments, say 1 or 2 days before the appointment.

  2. Assign Activity to Team

    155 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Nikki Vos commented  · 

    We have a staff of 7 and I enter a lot of meetings and events that I want everyone in our office to be aware of and it would be much quicker to include a team than to enter each user within the activity. I hope this feature is added soon.

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