7 votes1 comment · Feature Requests » Match Profiles / Auto Updates · Flag idea as inappropriate… · Admin →
An error occurred while saving the commentAnonymous commented
Match Profiles. We would like to see an Automatic Set Up for frequency of contact. I.e. Instead of having to enter in the match profile frequency of Weekly on a Thursday at 3:30pm every single time you enter in a match profile. Have an automatic override to avoid having to do this. Then if you dont want them to be contacted or want to change the frequency every now and again you can change it on that occasion.
Our office has a set frequency for match profile contact so its a lot of time spent setting up the frequency when it could just be pre-filled and ready to go.
This is semi complete with a recent release. You can now preview how content will render to a letter (the system will fully render the PDF with letter head etc. if appropriate).
Sample merge tag data at this stage is still not supported.