Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

1 result found

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

    83 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    I would like Automatons to offer a future date to when the automation would be completed. My specific scenario is that when a client closes their accounts and I mark them as an "Inactive" and "Ex- Client" I want an automation task to be set up to email me in 6 yrs to delete the client out of the system. Or the next step beyond that would be for the automaton task to just delete the ex-client without me having to go back to them.

    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)