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1. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

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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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   John Graetz commented  ·  May 18, 2022  ·  Delete…

   It would be very useful to add an automation to Redtail CRM that will send out an email to active clients on their birthday.

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   John Graetz supported this idea  ·  May 18, 2022