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1. UDF automation action item

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   1 comment  ·  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!

   Scott Klaassen supported this idea  ·  Aug 6, 2020
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   Scott Klaassen commented  ·  Aug 6, 2020  ·  Delete…

   Similar to this request we would like to see an automation option that would allow us to add / activate a particular UDF to a contact when their category is set. We have an extensive list of UDF fields and it becomes very time consuming to add the ones we want to use one by one.

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