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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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   Rick Hopf commented  ·  Nov 13, 2015  ·  Delete…

   Agree - or even better would be to allow the system to automate this. When a review meeting is due have it automatically generate a template workflow. We have created a workflow for reaching out to a client and scheduling meetings that would work nicely with this feature!

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   Rick Hopf supported this idea  ·  Nov 13, 2015