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together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
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together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
It's really important that we add the ability to auto-assign workflow tasks to the client's paraplanner.
Within our business we have three main functions; Adviser, Paraplanner and Administrator. When I go to 'Update Basic Details' for a client, Plannr allows me to name the Assigned Adviser, the Assigned Paraplanner and the Assigned Administrator in the Service section.
Unfortunately, in a Task within a Workflow, Plannr only allows me to 'Auto-assign task to the client's adviser?' and 'Auto-assign to the client's administrator?'. There is no entry or 'Yes/No button' to toggle for 'Auto-assign to the client's paraplanner?'. We really need this to be able to use Workflows properly and manage our business effectively. This needs to be added as a matter of urgency.