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1. More Automation Triggers!

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Ajg commented  ·  Sep 15, 2020  ·  Delete…

   Created by [USER] Trigger OR Created by [USER] condition...

   the way it is now basically requires every individual advisor to purchase their own database which becomes problematic for teams or advisors who occasionally work with other advisors but primarily have their own book of business. Which essentially eliminates the entire concept of having multiple teams on one database as it is now.

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   Ajg supported this idea  ·  Sep 15, 2020