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1. Automation for Linked Contacts in Family

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Katia Belskaya commented  ·  May 06, 2020  ·  Delete…

   Would be great to have automation possible for families (creating linked workflows for family members.) Right now it is hard to use the function, as automation is applied to all family members individually and then we have to go in and delete repeated workflows.

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