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1. automation trigger for advisor change

   98 votes

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   5 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!

   Brittany Farris supported this idea  ·  May 4, 2015

2. RMD Value & Information section

   1,973 votes

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   97 comments  ·  Redtail CRM » Accounts  ·  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!

   Brittany Farris supported this idea  ·  Dec 18, 2013
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   Brittany Farris commented  ·  May 20, 2011  ·  Delete…

   This feature would be of great value to our firm as well. Maybe build a function that recognizes Client's with RMD by their birthday, then we as users can pull a list of these clients from a serach....

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