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Adding more assigned team members

Feature RequestContacts (Clients / Prospects / Employees / Introducers)

Keep Assigned_adviser for general use, this would be the primary adviser responsible for the client

Add Mortgage_adviser for mortgage specific work (future enhancement: Cases could then potentially be assigned to specific employees in this instance)

Add Wealth_adviser for general pension & investment work

Add Protection_adviser for protection work

Add Secondary_adviser (a supervised junior perhaps?)

Having all of these new assigned employees available in a workflow task creation so that specific tasks can be given to the correct person.

Posted by abi_hortin ·
Status: Accepting Feedback2 comments

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Comments2

  • alexstephens

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    Jul 2

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    Merged request

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    7 votes

    Workflows - Assign to paraplanner

    Add the ability to automatically assign a workflow task to the client's assigned paraplanner.

  • tomorchard

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    Jul 2

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    Merged request

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    1 vote

    Ability to assign tasks to 'assigned adviser' and 'assigned admin' for that specific client

    Then we only need one workflow for each process, and the task will be automatically assigned to the right adviser/admin