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1. Automation Based on Client Marital Status Change

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   2 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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   Eva Blosser commented  ·  October 14, 2021  ·  Delete…

   We are trying to create a workflow for divorced clients and we need the marital status as a trigger point.

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   Eva Blosser supported this idea  ·  October 14, 2021