This custom process sends summary notifications to the relevant users when a Partner or Manager is missing from a client. The aim is to ensure that both the 'Unassigned Partner' and 'Unassigned Manager' views are empty and that all users responsible for client management are assigned to every client.
Practices can also replicate these summary notifications and apply them to your own custom fields.
The custom automations has been created by the FYI team, ready to be imported to use in your practice.
To download our quick reference guide, click here (or download the file from the bottom of this article).
Importing this Custom Automation
Download the files used to import the example Custom Processes, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
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