Some custom processes need to be run in bulk for a large segment of your client list, while others are designed to be run ad-hoc for one client at a time. FYI’s custom processes provide the flexibility to run processes when and how you want.
Watch this tutorial to learn more about:
- Testing a process prior to running in bulk
- Running a process in bulk for a segment of your client database
- Running a process for an individual client
- Scheduling a process to run automatically
Note: This excludes scheduled processes. Scheduled processes will be run as defined by their schedule, for the clients defined by the filter.
For more information, refer to Automation Processes