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83 results found

  1. Age Based Triggers

    I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.

    873 votes
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    27 comments  ·  Automations  ·  Admin →
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  2. Automation templates & recurring workflows

    Please add the ability to automate templates based on time periods/dates. Right now, templates can automatically be applied based on certain actions (i.e. adding new clients). It would be a tremendous help to have the ability to set templates to automatically run every quarter (or other time frame). For example, I run a client invoicing template every quarter and the process can be automated by applying this template automatically each quarter.

    536 votes
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    17 comments  ·  Automations  ·  Admin →
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  3. Outcome of one workflow feed into another workflow

    It would be nice if we could make outcome of one workflow step feed into another workflow.

    500 votes
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    21 comments  ·  Automations  ·  Admin →
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  4. Workflow automation to create Activities

    The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.

    The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.

    This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.

    328 votes
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    10 comments  ·  Automations  ·  Admin →
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  5. Activity Completed Trigger

    Please add "activity completed" as a trigger for automation templates.

    276 votes
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    10 comments  ·  Automations  ·  Admin →
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  6. Workflow Complete Triggers Additional Workflow

    Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.

    273 votes
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    8 comments  ·  Automations  ·  Admin →
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  7. Triggers

    It would be exponentially helpful to expand triggers to include options related to office processes! (ie, 'appointment completed', certain activity added to a calendar, workflows). This would create a lot of efficiency through automating those processes, versus the automation related to data that is currently offered.

    251 votes
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    12 comments  ·  Automations  ·  Admin →
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  8. Custom Trigger Events

    To expand on a few of the other suggestions, it would be helpful to have more Trigger Event options in the Automation function. The ability to customize the Trigger Events would be really helpful as well.

    203 votes
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    18 comments  ·  Automations  ·  Admin →
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  9. Add a 'Contact Category Change' Trigger Event for Automations

    Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.

    199 votes
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    20 comments  ·  Automations  ·  Admin →
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  10. Expand Automation Options

    Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.

    Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often…

    152 votes
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    7 comments  ·  Automations  ·  Admin →
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  11. More Automation Triggers!

    Suggestions for things that would trigger an automation:
    1. Completion of a workflow (ex: it would trigger a new workflow to be added)
    2. Service agent changed/added (so if a contact is created without a service agent or the service agent is changed something could be triggered, like the adding of a workflow)
    3. Contact source is added or changed

    140 votes
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    3 comments  ·  Automations  ·  Admin →
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  12. default values for every field

    Kindly enhance the system where i can setup default values for many of the fields For example, if i want a particular team to be given access or notified most of the time, I should be able set that as a default instead of selecting the same every time i create a task or opportunity. Ability to select defaults should be provide to most if not ALL fields.

    104 votes
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    12 comments  ·  Automations  ·  Admin →
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  13. automation trigger for advisor change

    It would be helpful if automations could trigger upon a change of servicing or writing advisor.

    98 votes
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    5 comments  ·  Automations  ·  Admin →
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  14. Automation Trigger Event: Client Age

    This would allow us to trigger Workflows or Notifications when clients achieve a specific ages: 18, 21, 59.5, 60, 62, 65, 67, 70, 72, etc.

    Some use case examples:
    1. UTMA registration needs to be changed
    2. Minimum social security claiming age achieved
    3. Remind client to sign up for Medicare
    4. RMD age reached

    96 votes
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    3 comments  ·  Automations  ·  Admin →
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  15. From Workflow to Workflow

    When a workflow is done, being able to set up an automation to detect when a workflow is done and assign another workflow to the client(s).

    90 votes
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    2 comments  ·  Automations  ·  Admin →
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  16. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    Currently if you want to set up an automation that triggers by an added activity the only option is to have the automation complete when the activity is initially created. With this system it is impossible to set an automation up for a future date.

    I suggest that an option is made for automations to be triggered on the scheduled date of an activity as opposed to only allowing the automation to occur when the activity is initially created.

    83 votes
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    6 comments  ·  Automations  ·  Admin →
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  17. workflow automation

    Automation options exist currently to start up a workflow upon certain triggers (ie. a certain status created/updated). It would be nice if the criteria could identify more complex (if/then) updates to narrow down specific changes to trigger additional workflows (ie. status update from "comprehensive client" to "tax client" triggers a particular workflow vs any contact status update to "inactive" triggers another workflow).

    83 votes
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    3 comments  ·  Automations  ·  Admin →
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  18. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    Upon entering a Servicing Advisor/Writing Advisor in contact record, RT would automatically populate the Roles field (of the 3 individuals for that Servicing/Writing Advisor's team). It is double work now to enter Servicing Advisor/Writing Advisor, then go in and manually complete the Roles fields for every new client record entered.

    82 votes
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    8 comments  ·  Automations  ·  Admin →
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  19. Activity Template Automation

    Please add the automation action type to be able to assign activity templates as well as note templates. Also, add activity completed trigger to automation.

    79 votes
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    4 comments  ·  Automations  ·  Admin →
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  20. Add more Automation Triggers

    It would be nice to have the following workflow triggering event.
    1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
    2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.

    73 votes
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    1 comment  ·  Automations  ·  Admin →
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