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  1. Custom Merge Tags for SmartPlans

    18 votes

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    under review  ·  7 comments  ·  Command » SmartPlans  ·  Admin →
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    Liyah Kimotho commented  · 

    Command should allow us to add custom fields into merge tags so we can personalize SmartPlans and emails even further. This would make communication feel more tailored and relevant to each client.

    Liyah Kimotho supported this idea  · 

  2. Date-Based Smartplans

    129 votes

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    in the backlog  ·  49 comments  ·  Command » SmartPlans  ·  Admin →
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    Liyah Kimotho commented  · 

    SmartPlans should have the ability to automatically trigger from dates and custom fields (like Closing Date, Home Anniversary, or a custom Birthday field). This would make automations more powerful and eliminate the need for manual setup each year.

    Liyah Kimotho supported this idea  ·