Actions triggered by a client's age / documents generated based on client's age
It would be nice if we could trigger certain documents to automatically generate based on a client's age. We have a form that gets filled out when a client turns 16. Also, when client's turn 18 we need to close and if something notified us a few weeks before, it would be helpful.
10
votes
Ben Brower
shared this idea
It appears that age-based triggering is available in FC module, but may not be in the GCM module.
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Mike
commented
On the other side of the spectrum, we have reports that are required for children ages 5 and under, or, are required if the child is an infant but not if older.