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1. Automations: Make the Know your Client Review Date a Trigger Event

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   32 comments  ·  Redtail CRM » Client Reviews  ·  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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   Katie Ramsdell commented  ·  September 08, 2016  ·  Delete…

   Currently we input the date for the first review then schedule the subsequent frequency. Unfortunately this is not very helpful b/c the subsequent review dates do not automatically get populated as an activity or a reminder. So it's a virtually pointless field, unless we manually add it to the calendar there is no reminder or notification.

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   Katie Ramsdell supported this idea  ·  September 08, 2016