Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
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).
Import File for Missing Client Group
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.