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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!

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   Anonymous commented  ·  Mar 20, 2019  ·  Delete…

   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.

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   Anonymous supported this idea  ·  Mar 20, 2019