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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!
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!
An error occurred while saving the commentJessica Taylor commented
This would be helpful when changing a prospect client to active and automatically creating a task to send annual letter and Christmas card (both keywords).