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1. Custom Trigger Events

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   18 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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   Jessica Silver commented  ·  Jun 27, 2016  ·  Delete…

   My personal request is to have a date trigger, so that I can automate periodic workflow activities such as compliance requirements. I think a custom trigger event ability is a better option since so many advisors have so many different needs.

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   Jessica Silver supported this idea  ·  Jun 27, 2016