Workflow - Linked Accounts
Workflows - subject details to include account numbers:
We are setting up workflows to trigger based off of account numbers and account types. Workflows on contact level or when you run the workflow report currently do not show the account number. This is an issue if there are more than one workflows triggered at once. Yyou would then have to click into the workflow to see notes or details or rely to where you are within the workflow which is not great. There should be a way for the account number to show within the subject of each workflow once it is triggered.
Anonymous
shared this idea
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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Jay Beerley commented
I definitely think this feature would be very helpful. Linking a workflow to specific account
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Pat Gundling
commented
It would be nice to link an account to a workflow as some workflows are account specific, such as money movement.
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Tammy
commented
We have clients with several accounts, it would be helpful to know when we are doing a workflow to process a distribution, which account the funds are coming from.
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Anonymous
commented
Would like to see the ability to link a specific account to a workflow. Additionally, the ability to either rollover or drag a workflow to a future date. Ideally workflows are completed on a particular day, however, that is not always the case.
Thank you!
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Leo O'Connor Jr commented
I have workflows that trigger when new accounts are added to the system. I'd appreciate if that account number was included in the workflow it triggered.
PS - would also like triggers based on new account types (but currently, by the time you add a proper account type, the account is no longer new. maybe let us put in a description before linking?)
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Anonymous
commented
Attach a Workflow to a Specific Account.
It would be great to align all servicing to a specific account so you can adequately track servicing history to an account.
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Kelly
commented
Can we link an ACCOUNT to a workflow? We have some instances where the account needs work done.....
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Anonymous
commented
When viewing checklists from the dashboard I can not see what account the task is assigned to. A column to assign the task to an account would be helpful when working w/clients with multiple accounts.