Sorry if this has been covered and my googling/searching hasn't been able to find it but...
Is there a feature in existence already whereby a person is automatically added to a people flow? Either via default (ie, all people added get put in it) or via category (Ie, based on service, age, etc people are automatically added to certain people flows).
I'm not necessarily demanding it, but if it's there and I just can't find it then I'd appreciate my ignorance being cured. :)
Great question! It's a current feature request in development. I see how that would be useful to simplify your processes. I'll add in your vote in if you like.
Let me know,
+1 for the "automatic people flow" ex: back office enters a a first time visitor card, they should automatically be entered into a "visitor people flow". :)
This would be ideal.
Please add my vote as well. Thanks!
Has my vote too! :)
Has any progress been made on this?
Being able to set up auto-add to people flow logic would be a HUGE help.
Hi everyone! It appears it's been a while since anyone replied here.
We haven't yet made any progress on this. We're definitely wanting to look at ways to do this better in the future, although I'm not sure if we'd want to make this completely automatic.
Hope this helps,
Just a temporary solution for those looking to do this with what's currently available:
The nice option here is that if you have a visitor information card that you don't necessarily want to track all the information from it in a persons profile through the use of custom fields, it can be tracked in the form instead.
Anyway, this is my method of automating things, it may not be for everyone though.