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1. Automation condition based on "activity Template"

   37 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Marian commented  ·  June 10, 2021  ·  Delete…

   This is something we desperately need! Automations have good potential but are lacking a lot right now.

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   Marian supported this idea  ·  June 10, 2021

2. Link a contact to Multiple Folders in Imaging

   66 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  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!

   Marian supported this idea  ·  January 03, 2020