Automations should have the ability to have excludsions from them.
For example, if I had an automation which generates a task 7 days before a clients birthday, I should be able to add an "Exclusion" this could be based off a certain Tag.
i.e. a client who has a tag "No contact", will not get a task created.
I beleive this feature will drastically improve automations allowing for many further customisations, hopefully eliminating some admin!
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Accepting Feedback
Feature Request
Automations
About 1 year ago

Curtis Berry
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Accepting Feedback
Feature Request
Automations
About 1 year ago

Curtis Berry
Get notified by email when there are changes.