Broadcast Email Template Automation
it would be nice if redtail could send an email template automatically on a client's account anniversary/annual review. Right now I have to manually send a template to the client.
27
votes
Scott Skammer
shared this idea
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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Stephen Mincone
commented
Automated email going out to clients for their "next review" should be standard by now!!