Anonymous
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861 votes
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500 votes
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Anonymous
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774 votes
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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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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.