Automation Based on Client Marital Status Change
Add "Contact Marital Status Change" as a trigger event for automations. That way we can trigger a workflow to see if the contact wishes to change their beneficiaries, send a sympathy or congratulations card (depending on whether their status changed to widowed or to married), and contact the client to see if they would like to update their financial plan.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Eva Blosser commented
We are trying to create a workflow for divorced clients and we need the marital status as a trigger point.
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Anonymous commented
This would be helpful for our Client Divorce Process Workflow. Right now we have to manually kick it off.