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3 results found

  1. Create an automation that adds all UDF for all new clients

    1 vote
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous shared this idea  · 

  2. add checkboxes to activity description and other workflows etc.

    23 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    What an amazing idea

    Anonymous shared this idea  · 

  3. include tax bracket

    10 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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