This custom process sends summary notifications to the relevant users when a client has not been allocated to a client group. This helps you to ensure your database is always up to data and that your client data is reliable.
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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