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1. Age Based Triggers

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   26 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!

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   Anonymous commented  ·  Aug 28, 2018  ·  Delete…

   When a client turns 70, a workflow is triggered to send out a letter. Same idea for medicare age or social security age.

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   Anonymous supported this idea  ·  Aug 28, 2018