Please work on the Automation.
Either allow it to be customized or add many more triggering events.
-Change in writing or servicing advisor to trigger a notification to that advisor.
-Workflow completed should be able to trigger another workflow or notification.
-A specific workflow outcome to trigger a new workflow
and so many others.....why not just open the automation to all the categories offered or created?
57
votes
Kiki Onsted
shared this idea
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!