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1. Age Based Triggers

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   26 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Matt McCoy commented  ·  May 12, 2016  ·  Delete…

   It would be very helpful to have a trigger added to automations so that when clients attain a certain age, a process, activity, workflow, etc. could be automatically generated. The most immediate example that comes to mind is being able to set a trigger for when clients turn, say, 69, you have an activity generated so that you can begin planning for required minimum distributions from retirement accounts.

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   Matt McCoy supported this idea  ·  May 12, 2016