Company specific onboarding
I
Impressed Chickadee
It would be beneficial to be able to make onboarding processes specific to a particular company. We have clients that have specific tasks that need to be completed when onboarding that other clients do not, and it would be helpful to be able to mark a process as onboarding without making it a global template to cut down on clutter on the main company page.
Kristen W.
Merged in a post:
Allow Assigning Companies to Onboarding Processes
S
Silky Kite
Whenever a process is marked as an "Onboarding Process", the system automatically displays this process in the Overview tab under Quick Notes for each and every Company.
Unless my understanding of Onboarding Process is flawed, I would expect that we should be able to assign these Onboarding Processes to specific companies because usually an MSP has more than one Onboarding Process that may or may not apply to all of their customers.
Request: Once a process is marked as an Onboarding Process, allow us the ability to assign it to specific companies.
Again, if my understanding of this concept is incorrect, please correct me.
Q
Quick Meerkat
I'm going through this currently. Converting my onboarding process into Process Templates in Hudu and marking them as Onboarding Processes.
I have long-time clients that have already gone through onboarding that now have these giant lists attached to their company overviews. The only way to get rid of them is to manually complete the processes.