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Workflows add advanced automation to SmartOffice. These add-ons are triggered on a recurring schedule or when certain events happen in the system, completing actions that would normally require manual intervention. Workflows save time and ensure that your processes are carried out consistently. Individual workflows are $10/month each per office or $30/month for five workflows. Customizations can also be made for an additional charge.
This rounds up all of your clients and sends them a request for meeting.
Categories: Calendar
$800 / month
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Categories: Calendar,Contact
$400 / month
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When an investment account’s status is no longer Active/Open, send an e-mail to the account’s contact.
Categories: Investments
$200 / month
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Send Client-type contacts a year-end e-mail on Christmas Eve.
Categories: Contact
$200 / month
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On the first day of every month, check for contacts who do not have an Appointment-type activity scheduled and e-mail them.
Categories: Contact,Calendar
$200 / month
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When a pending case’s status changes to Submitted, send an e-mail to the case manager and create a Call-type activity.
Categories: Calendar,Policy & Pending Case
$200 / month
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