Age Based Triggers
I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.
Michael Ciccone
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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Jordan commented
FYI since RT doesn't seem to be in a rush - Holistiplan has this feature, and it's great!
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Carroll
commented
This would be extremely helpful to have!!
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Jacob Williams
commented
This would be incredibly helpful!
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Ben
commented
Definitely need this for a variety of things - RMDs, HSA contributions/advice, Social Security advice, Medicaid advice, etc.
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Anonymous
commented
Would love to see this happen sooner than later!
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Sarah
commented
YES we need this for RMDs
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Breanna
commented
This would be extremely helpful! I am surprised this is not an option yet. I would use this all the time!
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Tom M.
commented
This would be incredibly helpful, and I'm surprised that this hasn't been reviewed by Redtail yet.
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Sabine Stovall
commented
I would use this often!!
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Michelle Kraft
commented
This would be very help in our practice.
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Anthony Skinner
commented
"When a client turns 70, a workflow is triggered to send out a letter. Same idea for medicare age or social security age." - EXACTLY
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Jack
commented
Was this feature implemented?
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Anonymous
commented
When a client turns 70, a workflow is triggered to send out a letter. Same idea for medicare age or social security age.
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Leo O'Connor Jr commented
Similarly, I want to set up automations so when a client is marked former then the birthday reminder checkbox is automatically unchecked.
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Anonymous
commented
Would be extremely helpful to us!
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Anonymous
commented
or how about based on a specific date in the system like policy date>
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Rachel
commented
AGREE! Great Idea!!
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Chris Cosenza
commented
Customizable widgets on our dashboard so that if I want to see bdays up to 7 days prior and 3 days post birthday I can see that all week each day everytime I log in on my dashboard. Also, would like to automate a call creation functionality that creates and/or sends email reminders or opt in pop up reminders to call those clients/prospects on their bday, and if bday falls on the weekend that activity is created and reminded for Friday before.
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Anonymous
commented
AGREED - In addition to age of majority attainment, and RMDs, we would like to trigger a Workflow at age 60 or 65 which has a checklist of estate planning topics to discuss with the client, as the next 5 years are crucial for getting health directions and durable POA and LTC insurance and a good financial plan in place, in case the client starts to be affected by dementia or alzheimers, as 1 in 9 over age 65 are! Thanks.
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Anonymous
commented
Age based reminders - under the Workflow system: Automation template...if you can add more "conditions" to include age, it will create meaning workflows when contact reaches his/her milestone age (50,62, 65, and 70) instead of just the manual report generation.