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1. Age Based Triggers

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   27 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 6, 2017  ·  Delete…

   AGREED - In addition to age of majority attainment, and RMDs, we would like to trigger a Workflow at age 60 or 65 which has a checklist of estate planning topics to discuss with the client, as the next 5 years are crucial for getting health directions and durable POA and LTC insurance and a good financial plan in place, in case the client starts to be affected by dementia or alzheimers, as 1 in 9 over age 65 are! Thanks.

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