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1. Custom Trigger Events

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   18 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!

   Shawnda Sparks supported this idea  ·  July 24, 2015
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   Shawnda Sparks commented  ·  July 24, 2015  ·  Delete…

   I would like to see a trigger event based on the servicing advisor and the writing advisor listed in the contact record. We have multiple servicing advisor's and writing advisor's in our office and currently we are assigning all workflows to one servicing advisor who then has to go in and edit who the workflow is assigned to if they are not the servicing advisor. If I could create an automation using the servicing advisor or writing advisor, I would be very happy!

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