Automations - "Added by" option
We have 50+ users in our database. I would like to automate servicing advisor field based on "Added by" as follows:
Trigger Contact Added> "Added by" Equals < e.g.Joe Advisor > "Set Field" > Servicing Advisor to < Joe Advisor>
I currently have permission automations based on Contact Added and Servicing Advisor but Advisors are forgetting that they need to put the servicing advisor to trigger the automation. So using the Added by option would help those folks who forget so it fully automated much of the processes.
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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Justin Nichols commented
Our firm is similar to the initial user who originally added this request. We have 50+ users and it would help us tremendously to automate servicing advisor triggered by "Added By".
The most frustrating part of this is that this likely should have been the very first automation created for Redtail CRM automations... it's not a stretch to assume the person entering the contact should be the default user to have servicing advisor/viewing permissions on the contact.
Thank you for considering this!