Add Stream to Entire Household
under review
R
Ryan Nelson
I'd like to be able to add a stream to the entire household based on a rule. An example of this would be in the Client Onboarding process. After the client signs, there is a rule to add the Active Client stream. However, this only adds the rule to the Head of household and I will manually have to add the stream to the other household members.
It is important to have the Active Client stream on all household members so that other rules will trigger. Having the option to "Add stream to all household members" will help to eliminate the need to add the stream manually.
Fred Egler
under review