Unassigned Client Partner or Client Manager Alert

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.

These custom automations have 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).

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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).

Import File for Unassigned Partner

Import File for Unassigned Manager

Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.

When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes and Importing Custom Processes using Drag and Drop.

Download Files

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