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Use Custom Field Dates as Task Due Date Triggers

Looking for added function: Mark a checkbox with a custom field to create a task with a trigger date of X days before.

Use case: Agent (75+ deals per year) using custom important dates to send out personalized handwritten cards as the entirety of their 33 touch program. RealtyJuggler currently prompts on these custom dates a few days in advance to remind to create and send the cards.

Dates used:

Home Anniversary

Wedding Anniversary

Spouse Birthdays

Kids Birthdays

1st Day of School

Holidays

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  • Randyl Walters commented  ·   ·  Report

    Auto-add any contact with birthday field filled in to KW birthday Smart plan would be fantastic, could update to make any standard contact field a "yes/no" add to a smart plan for different potential uses. Anytime a field is filled in and saved, could add contact to a smart plan.