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  1. 15 votes
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  2. 62 votes
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  3. 29 votes
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  4. 10 votes
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  5. 11 votes
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    Anonymous commented  · 

    I would like to be able to create an automation that would create a task based on the issue date of an account. Example: Create a task for the servicing advisor to schedule a planning review 30 days in advance of the account issue date.

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