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Notification for Past Due Tasks
One prob we have is people not leaving notes after a review/activity that is several days past the end time/date.
In Automation, please add TRIGGER EVENT = ACTIVITY PAST DUE, and then give us a way to select IF ALL CONDITIONS = WORD SEARCH, then we can (like notes) use a FILTER and search open review activities over 24-48 hrs past end time/date so we can automatically notify a User (either advisor or assistant) to get it completed. Almost like Mom reminding us to take the trash out, but automated.
I understand we can look at past due open activities,…21 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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