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Bruce Wing

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  1. 39 votes
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    Bruce Wing supported this idea  · 
  2. 7 votes
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    Bruce Wing supported this idea  · 
  3. 57 votes
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    Bruce Wing supported this idea  · 
  4. 1,921 votes
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    An error occurred while saving the comment
    Bruce Wing commented  · 

    I hear you. Personally, because of the variations that are out there, I think this has to be UDFs.... that are further supported by greater automation workflow capability.

    I'm more of an investment guy and I want to know when the distribution was requested, when it starts, how long it lasts....what the amount is....if it is an ad-hoc, periodic distribution, or both....what the 12/31 previous year's account balance was for qualified plan/IRA money...and what this year's annual RMD needs to be. Complicated in a hurry.

  5. 32 votes
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    Bruce Wing supported this idea  · 
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    Bruce Wing commented  · 

    I'd like automations to be triggerable and guided by every field (including UDFs), every activity type/template, every workflow template, every email template we have. I'd also like the workflow capability to automatically change field values (when values are lists, yes or no, or true or false).

  6. 96 votes
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    Bruce Wing supported this idea  · 
  7. 16 votes
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    Bruce Wing supported this idea  · 
  8. 81 votes
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    Bruce Wing supported this idea  · 
  9. 49 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Bruce Wing supported this idea  · 
  10. 327 votes
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    Bruce Wing supported this idea  · 

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