Automation based on UDFs/Dates
It would be great if we were able to set up automation triggers based on if a UDF date field expires. For example, if we want to do a cash flow review every 2 years and we have a UDF that shows the date of the last cash flow review, it would be awesome to have an activity created once the last cash flow review hits the 2 year mark.
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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!