Automated Tasks
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Tyler Rasmussen
When someone gives for the first time, why isn't there a method to automatically add them to the "First Time Giver" flow?
If someone is listed in the attendance of a service and they've never attended before, why can't they automatically be added to the first-time attended flow?
When someone is added to a certain people category, why can't I set it up to automatically add them to a certain permission group (or remove them from such a group)?
This was like the one feature Breeze had that made me debate about which solution to use. Breeze can do automations. See https://support.breezechms.com/hc/en-us/articles/360006145073-Automations-Overview
We picked Tithe.ly for its robustness and combination of products, but not being able to create automatic tasks is a major loss!
Sabrina Sherman
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Tyler Rasmussen
Now that Tithe.ly owns Breeze, just look in the code and make a similar feature in Elvanto!
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Ben Ellis
YES!
Benjamin West
I raised a feature request about a similar thing. For some reason I cannot find it, or it has disappeared...
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Tyler Rasmussen
Another crazy one I found - when I make someone a group leader or assistant leader, they aren't automatically added to the Group Leader permission. You mean I'm going to have to build an error check query to verify group leaders actually have Group Leader permissions?