Power-up your service workflows with Age-Based Rules.
Whether they're turning 27 or 55, Hubly workflows can now keep an eye on every client's age.
Filtering Your Workflows By Assignee
In addition to streams and tags, the new filters menu lets you quickly sort by assignee, showing you only the clients with tasks or workflows assigned to you or a specific user in your hub.
And yes, this new filter can also be saved into a new or existing view.
Did You See?
Workflows now have their own menu. They still work the same, letting you select which workflows and processes you want to see in your hub.
Sort Clients By Next Meeting Date
Hubly can now bring clients with an upcoming meeting date to the top of your workflows, showing you exactly which clients to prioritize.
Remember to configure next meeting dates as a part of your client check-in and meeting scheduling workflows.
Editing A Workflow? Assign Tasks To Clients Already Added
We know that you're always improving your processes and fine-tuning your workflows with every client that you serve.
Now when you edit a workflow in Hubly, new tasks will be added to clients already in that workflow by default.
Just remember to configure reminders, email templates, and descriptions before you hit save on the new task!
Other Small Improvements & Bug Fixes
This release also introduces additional small improvements and fixes for issues. Amongst them, we're excited to announce that Tags and Comments can now be configured in Hubly and synced back to your client's profile in Redtail CRM.
A well deserved thank you to our growing community of users for taking the time to provide feedback, recommend features, and let us know when things don't seem right. We always love hearing from you!
Want to see our new features in action or have other suggestions in mind?
Schedule a call with Ron, he would love to hear from you!