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

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   34 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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   David Fernquist commented  ·  May 1, 2017  ·  Delete…

   Great idea - how about having the client review reminder trigger an automation to start a specific workflow also.

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   David Fernquist supported this idea  ·  May 1, 2017