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Add 'OR' Option for Automation Conditions

Add automation option for: When a Contact OR Job... So that we can snag both in one shot, instead of creating a rule for contact AND a rule for job.

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John Esh shared this idea  ·   ·  Report…  ·  Admin →

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  • floridalicensedcgc.com commented  ·   ·  Report

    At present, Automation Rules enable AND OR conditions. However, when attempting to make conditions subject to a Sales Rep it is not possible. For example

    If Sales Rep is equal to John Doe
    AND
    If Status is equal to Insurance Supplement
    OR
    If Status is equal to Send Supplement

    This is presently not possible. Would be great to isolate tasks per Rep.

  • Sherri Simms commented  ·   ·  Report

    Currently the conditions have two options:
    Require all conditions to be true
    Require any condition to be true

    The problem is sometimes I want to list some conditions as ALL and also list some as ANY. This is the whole "AND/OR" scenario.

    Suggestion for fix:
    Option A: It would be nice if either JobNimbus separated the conditions section into two separate conditions. One for all the "ANY" and one section for all the all "ALL" conditions.

    Option B: Set conditions up with the dropdowns for "OR" and "AND" to be selected for each condition.

Settings: Automation

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