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1. Automations: Make the Know your Client Review Date a Trigger Event

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   34 comments  ·  Redtail CRM » Client Reviews  ·  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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   Bill commented  ·  Aug 1, 2020  ·  Delete…

   WE DESPERATELY NEED THIS. IT WOULD BE SO EASY TO ADD CLIENT REVIEW TO TRIGGERS. It would make your software REMARKABLY BETTER.

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