Is there any work in progress to facilitate running automations on a circle, rather than just individual clients? This would be a great feature to have
Actually, whilst I have your interest on this @Beth Winget how would you want an automation to work. For example, some of the blocks interact with a specific client (e.g. send an email). Would you want the block to run for every member of the circle? Or do we need to introduce an option to select the primary contact individual of a circle?
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Gareth (G) Thompson
Jun 18
Actually, whilst I have your interest on this @Beth Winget how would you want an automation to work. For example, some of the blocks interact with a specific client (e.g. send an email). Would you want the block to run for every member of the circle? Or do we need to introduce an option to select the primary contact individual of a circle?
Gareth (G) Thompson
Jun 18
Yes @Beth Winget this is coming :)