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

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   20 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!

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   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.

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   Anonymous supported this idea  ·  Jun 21, 2016