add automation to head of household record
Allow automations to be assigned to the Head of Household record only. Example, we have a husband and wife and the husband is head of household. They decide to terminate their relationship with us and we have a Client Termination workflow that will start when the contact is changed to Former Client. Therefore, the workflow will start for each of the contacts, husband and wife. But we process 95% of our clients as a household, not as individual clients. We currently have to delete the workflow that is under the spouse record.
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Linda Willard
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