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1. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

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   6 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!

   Anonymous supported this idea  ·  March 01, 2018
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   Anonymous commented  ·  March 01, 2018  ·  Delete…

   I agree with this...an automated workflow would be great to be triggered when a future date arrives, not when it's created.

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