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Jesse

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  1. Client review dates should NOT auto change

    44 votes
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    3 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jesse commented  · 

    It would be GREAT if the client review reminder was a triggering event for a automation that created an activity for the client.

    Jesse supported this idea  · 

  2. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jesse commented  · 

    It would be outstanding for the client review reminder to be a triggering event for automations. Currently when the client review date passes it automatically updates for the next year, which does not help advisors when running reports.

    Jesse supported this idea  · 

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