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1. Automation Based on Client Marital Status Change

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   2 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  ·  November 12, 2018  ·  Delete…

   This would be helpful for our Client Divorce Process Workflow. Right now we have to manually kick it off.

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   Anonymous supported this idea  ·  November 12, 2018