Servicing Advisor = Advisor Role
Workflows are best used when tasks are assigned to different "roles" within each firm. If we went to the trouble to assign a Servicing Advisor to every contact, why now do we also need to assign an Advisor Role to every contact? Seems redundant.
Sure, you can do a bulk change to assign all servicing advisors the advisor role. But why? If contacts are always getting added, how frequently should you need to run these bulk actions before running a workflow. Recipe for mistakes...
Tyler Baker
shared this idea
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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Jeffery Ottosen
commented
Any progress on this? Let's get it done.
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Jeffery Ottosen
commented
This would be incredibly helpful!
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Nate
commented
The whole point of trying to maximize use of the CRM is to reduce or eliminate task redundancy. This would be a step in the right direction.
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Joe B
commented
This is crucial and would save so much time!!