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1. Add the Automation Condition field - Created By

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   7 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  ·  April 17, 2014  ·  Delete…

   Membership Option: WHEN "Input By" is for anyone on our team can you add where it auto defaults to a certain SERVICING/WRITING Advisor. Reason is there are different advisors, HOWEVER only the advisor or his assistant is going to enter info for them.

   This has caused alot of records that have no adivsor (as some have forgot to enter that) and changing alot of these has taken substantial fime. Thank you.

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   Anonymous supported this idea  ·  April 17, 2014