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1. Triggers

   251 votes

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

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

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

   Anthony supported this idea  ·  May 4, 2021

2. Age Based Triggers

   842 votes

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   25 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!

   Anthony supported this idea  ·  May 4, 2021

3. Add more Automation Triggers

   72 votes

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   1 comment  ·  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!

   Anthony supported this idea  ·  Nov 17, 2020
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   Anthony commented  ·  Nov 17, 2020  ·  Delete…

   This would be ABSOLUTELY helpful. There are a number of tasks that our offices need to complete once a client has a closed account for in house record keeping processes. Please expedite.

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4. Favorites Feature

   49 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Anthony supported this idea  ·  Jun 29, 2020