Anonymous
My feedback
2 results found
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82 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous
supported this idea
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273 votes
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!
Anonymous
supported this idea
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It would be convenient to add trigger events in the automation area that are specific to dates on the calendar. Having a practice management or HR workflow that automates annually, quarterly, or monthly would be helpful.