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Matt Gill

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6 results found

  1. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    26 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Matt Gill commented  · 

    Any idea if this is in the works? This type of integration would save us TONS of time!

    Matt Gill shared this idea  · 

  2. integration with DocuSign

    52 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Matt Gill supported this idea  · 

  3. docusign

    56 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Matt Gill supported this idea  · 

  4. Need a spot to add beneficiary info without creating beneficiary as a contact.

    214 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Matt Gill supported this idea  · 

  5. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Matt Gill supported this idea  · 

  6. DST Vision Integration

    110 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Matt Gill shared this idea  · 

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