Action item when Servicing or Writing Advisor changes
I would like to set up automations for when someone changes a Servicing or Writing Advisor. Sometimes people change it without notifying anyone so it would be nice to use this function to make sure everyone is on the same page with these changes.
12
votes
Andrea Nelson
shared this idea
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Ron DuKatz commented
Because Contact Role of Advisor is so crucial to Workflows, need ability to update that when Servicing Advisor is changed. This should be allowed as an automation or should happen as SOP within Redtail or get prompted in Redtail UI if changing Servicing Advisor, "Do you also want to update Advisor Role on Contact Roles?"