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1. Add global time zones

   66 votes

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   11 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

2. Age Based Triggers

   842 votes

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   25 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Ben commented  ·  October 28, 2020  ·  Delete…

   Definitely need this for a variety of things - RMDs, HSA contributions/advice, Social Security advice, Medicaid advice, etc.

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