Anonymous
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9 votes
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12 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
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842 votes
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An error occurred while saving the comment Anonymous
commented
It would be nice if we could use automation to trigger event be a specific date. For instance, I have to do a review with a certain class of clients each calendar year. If I could automate a work flow to trigger for these clients on January 1, that would be handy.
Anonymous
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494 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous
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756 votes
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An error occurred while saving the comment Anonymous
commented
Certain Clients I am required to do an annual review.
Here is what I would like to be able to automate:
The following is a list of said clients
John Smith
Jane Doe
Richard White
Bob Dole
They are all in the “Annual Review Required” tag group.
I have to an annual review with each of them each calendar year. Not each 365 days.
So if I do a review with Richard White on January 10th, 2016, it is OK if I don’t do his annual review until December 13th , 2017.
What would be nice if on January 1, 2017, every single one of my clients in the “Annual Review Required” tag group were automatically put into the “Annual Review” work flow.
The idea is that throughout the year I would have work flows for each of those clients at a glance to remind me of who still needs an annual review. As I complete said annual reviews, those names would drop off this list of workflows.Can this be done?
Anonymous
supported this idea
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For the no contact reports, what would be extraordinarily useful is a filter for year to date. We have certain clients that we have to do something every calendar year for and having a report that lets us know which clients we have not contacted during the calendar year.