Automations/Workflows to allow reference to and direct updating of (missing/amended) client information

Could functionality be built into the workflows (or automation engine) so it can query where there are missing data fields and then give you the option to update the fields in the worklow?

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Workflow

Date

About 2 years ago

Author

James Gillespie

Subscribe to post

Get notified by email when there are changes.