Nikki Vos

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Custom Trigger Events

    203 votes
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Nikki Vos supported this idea  · 
    An error occurred while saving the comment
    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

    173 votes
    11 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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.

Feedback and Knowledge Base

(thinking…)