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.
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!
This would be ABSOLUTELY helpful. There are a number of tasks that our offices need to complete once a client has a closed account for in house record keeping processes. Please expedite.