Introducing Enhanced Dynamic Custom Value Picker: Empowering Bosseo CRM Users
Bosseo CRM introduces a cutting-edge feature, the Dynamic Custom Value Picker with expanded field support, revolutionizing workflow customization and automation. This update aims to provide users with enhanced flexibility by enabling the use of live variables from past steps or stored fields, significantly reducing the need for hard-typing of static texts or numbers. This blog will delve into this groundbreaking feature and highlight its applications within home improvement businesses, legal practices, and medical sectors.
Expanded Dynamic Fields Support
What’s new with the Dynamic Custom Value Picker? Bosseo CRM now extends its capabilities to include additional field types within the If/Else Action, offering:
- Numeric fields for scores and counts
- Date fields for appointments and renewals
- Select/Dropdown fields, advanced usage requiring option IDs
- Monetary fields for managing invoice totals
These enhancements allow seamless comparison or assignment of values using the dynamically generated data rather than manually inputting values, thus streamlining workflow processes.
Why We Built It
The motivation behind developing the Dynamic Custom Value Picker was to alleviate the need for additional fields or redundant logic typically employed by teams to compare with previously calculated values. This improvement simplifies workflow branching, allowing teams to act directly on the variables they already possess, following the same merge-field or variable model used elsewhere in the workflow.
How to Use the Dynamic Custom Value Picker
- Add an If/Else action in your workflow setup.
- In the condition row, switch the right-hand input to Dynamic Value. Subsequently, choose the relevant output from a previous step and select an appropriate operator (numeric, date, or value).
- Click save and publish your workflow changes.
Note: For Select/Dropdown fields, utilize option IDs rather than display names. Often, these IDs can be found in exports or through helper guides.
Example Use Case
Consider a scenario where a new proposal arrives: your workflow can pull the proposal value dynamically from a prior step (such as a form submission or webhook). If the proposal is valued at $25,000 or more, your workflow will automatically designate it to a senior partner, flagging it for prioritized follow-up. Proposals under $25,000 follow the standard processing route.
Real-World Applications Across Various Industries
Home Improvement Sector
Home improvement businesses can utilize this feature to dynamically manage job estimates and timelines. For instance, automated workflows can adjust timelines based on new data inputs, like when a project receives additional funding or requires rescheduling. These automations facilitate efficient project management, ensuring operations run smoothly and deadlines are met.
Legal Practices
For legal offices, the Dynamic Custom Value Picker offers streamlined case management. Attorneys can automate actions based on case progression updates or court appointments, allowing for timely communications and document submissions. Additionally, monetary values for client billing can be automatically updated in response to provided services, expediting the invoicing process.
Medical Practices
Within the medical field, this feature facilitates patient scheduling and billing. As appointment data—such as rescheduling or cancellations—flows into the CRM, automated workflows can dynamically adjust staff schedules. Additionally, patient billing can be automated to reflect services rendered, improving administrative efficiency and reducing errors.
Future Enhancements and Expectations
The goal for Bosseo CRM is comprehensive integration of the Dynamic Custom Value Picker across all fields, enhancing user experience and operational efficiency. As we progress, we expect even more versatile applications, making it an indispensable tool for all clients.
Conclusion
The introduction of the Dynamic Custom Value Picker with expanded field support is a pivotal advancement for Bosseo CRM users. This enhancement not only simplifies workflow automation but also offers versatile applications across various industries, ensuring increased productivity and operational efficiency. Bosseo CRM is committed to continuous improvement, aligning our system’s capabilities with the dynamic needs of its users.
