Workflows on Frequency
Need workflows that repeat on a regular frequency - i.e. quarterly, monthly, semi-annually - we run reports for our clients quarterly and with the system the way it is today - these need to be added manually every quarter
79
votes
Anonymous
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!
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Anonymous
commented
It would be convenient to add trigger events in the automation area that are specific to dates on the calendar. Having a practice management or HR workflow that automates annually, quarterly, or monthly would be helpful.
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Tara Knudsen
commented
It would be really slick if Workflows had a recurring option. Please add this! Thanks!