Rachella Davis
My feedback
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30 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!
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We are looking for classify our clients in redtail based on their Account Balance. It would be an amazing feature if the Category would automatically change/edit once the balance goes up or down. For example, we could set a certain dollar figure range for a certain class and once a client’s account goes over or under that certain dollar range, it would automatically change the category to the appropriate Category/Client Class that we have set for that dollar amount?