Service Team Improvements
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Meghan K Rutherford
I'd like to be able to assign a client to a Service Team based on a tag. Many firms have tags set up already for Lead Advisor. If we could use that tag to automate the creation of the client's service team, that would save us from having to manually assign or update multiple places. This would be for Business Tier customers that don't want to pay for Scale, just to have the CRM Service Team sync feature.
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Meghan Rutherford
Recent email/support thread with Lacy Leblanc regarding this. When a new client joins their firm, they have a step in their workflow to assign tags to that client for service. One of those items is a form to select service level tag, as well as service team. Neither of these items are automated with Hubly fields though, so then they manually have to still go in and add the correct tags, and manually select the right service team. Forms should be talking to other parts of Hubly. Important Dates is another example of this. If I add a meeting date or other important date in a form field, it should talk to the important date field in the client card.