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 Collection brings together key custom automations focussing on Data Integrity to ensure your FYI is kept up to date and not missing information.
These custom automations have been created by the FYI team, ready to be imported to use in your practice.
What's Included
This collection includes all of the following custom automations:
| Custom Process | Description |
| Missing Client Email Address Notification |
Send a notification to users when clients are missing an email address. You can find out what's included for this custom process and configuration specifics after importing here. |
| Missing Client Group Alert |
Sends notifications to the users when a client has not been allocated to a client group. You can find out what's included for this custom process and configuration specifics after importing here. |
| Practice Activity Alert |
Send a notification to users when an action is required from the Practice Activity workspace. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Client Partner or Client Manager Alert |
Send a notification to users when a Partner or Manager is missing from a client. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Job Partner or Job Manager Alert |
Send a notification to users when a Partner or Manager is missing from a job. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Tasks Notification |
Send a notification to users when their task has not been assigned to a user. You can find out what's included for this custom process and configuration specifics after importing here. |
Importing this Custom Process Collection
Click here to import this Custom Process Collection, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
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 Collection. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automations, Templates and Views.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automations, ensure you Test the Automations. When ready, set the Status of the Automations to Active.