Assigning users and roles to teams
complete
Ron Gorodetsky
I'd like to be able to create teams of roles (ie. admin assistants, a para-planner, and a servicing advisor) that service clients together please! If I could also assign individual clients to specific users or teams, it would be really useful because then workflows and tasks could be auto-assigned to the right team/member for every specific client automatically.
Ron Gorodetsky
complete
Displayed in the Client Card, Service Teams let you pre-assign team members directly to the clients that they support.
Read more here: https://feedback.myhubly.com/changelog/introducing-service-teams-in-hubly
Ron Gorodetsky
in progress
We are adding a Service Team section to the client card, which will also sync in assigned team members from your CRM.
B
Briana Ladwig
Would like to see servicing advisor from RedTail in client card.
Ron Gorodetsky
planned
A
Andrew Waring
Ron Gorodetsky: Any updates on when this functionality will be available?