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1. Age Based Triggers

   861 votes

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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!

   Rhonda Murphy supported this idea  ·  Jul 9, 2018

2. Expand Automation Options

   151 votes

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   7 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!

   Rhonda Murphy supported this idea  ·  Jul 9, 2018

3. Custom Trigger Events

   200 votes

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   18 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!

   Rhonda Murphy supported this idea  ·  Dec 18, 2015
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   Rhonda Murphy commented  ·  Dec 18, 2015  ·  Delete…

   I would like to see more additional triggers as well. For instance when a client reaches the age of 70.5 and subject to RMD or even when the client reaches Social Security age or Medicare age I would like for certain things to be triggered.

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