Add Client Review Automation trigger event
It would be very helpful if an activity was automatically created for client reviews so that we can track, follow up, make notes, postpone ect... Currently, we have to manually input the review after checking the know your client section.
50
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!