My feedback

1 result found

1. Add a 'Contact Category Change' Trigger Event for Automations

   199 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   20 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Anonymous commented  ·  Jun 21, 2016  ·  Delete…

   Agreed! Our client service tiers depend on category. I.e. D clients are contacted annually, A clients quarterly and different staff members work on different client categories. If a D client retires & we gain their pension and rollover 401(k), they'd bump to a different category and should get an elevated level of service.

   Save Submitting...
   Anonymous supported this idea  ·  Jun 21, 2016