Jesse ← Customer Feedback for Redtail Technology My feedback 2 results found Client review dates should NOT auto change 37 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 3 comments · Redtail CRM » Client Reviews · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Jesse commented · Jul 13, 2023 · Delete… It would be GREAT if the client review reminder was a triggering event for a automation that created an activity for the client. Save Submitting... Jesse supported this idea · Jul 13, 2023 Jesse 6 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Client Reviews · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Jesse shared this idea · Jul 13, 2023
It would be GREAT if the client review reminder was a triggering event for a automation that created an activity for the client.