automation trigger for advisor change
It would be helpful if automations could trigger upon a change of servicing or writing advisor.
Amy Malay
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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Leo O'Connor Jr commented
We just put in permissions to prevent advisors from seeing each other's clients but we need permissions to change when advisors are swapped out. This is important because I can't get reports with what the permissions are on each contact and I can't get advanced searches with permissions
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Graig
commented
Or for a host of other changes. This could be a powerful tool, but the triggering actions are very limited.
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Dennison
commented
Add "Servicing Advisor Changed" to the Automation Triggers list. This would allow us to the Advisor, Associate Advisor, and CAS Rolls automatically. This would be nice since the Rolls are a bit buried in the menu and Workflows can be assigned by Roll.
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Anonymous
commented
Servicing advisor change would be a great one!!
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John Litscher
commented
It would be nice to have more automation features. Specifically I would like one that would notify me if servicing advisor on a client is changed since we work in a group setting. Thanks.