Greer Gibson Bacon
My feedback
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251 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Greer Gibson Bacon
supported this idea
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500 votes
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!
Greer Gibson Bacon
supported this idea
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I would find it extremely valuable to have the completion of one workflow trigger another workflow or workflows. This would be a huge time-saver for our firm, especially because so many processes involve different systems (Fidelity, Advent, Tamarac, eMoney and so on).