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

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   34 comments  ·  Redtail CRM » Client Reviews  ·  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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   Tamra Burling commented  ·  Jan 12, 2024  ·  Delete…

   This would be amazing! So efficient to have automation for the review process when it is due based on the review date.

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   Tamra Burling supported this idea  ·  Jan 12, 2024