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We’re excited to share that Black Diamond has a new home on LinkedIn: SS&C Black Diamond Wealth Solutions 

Turn on Flows within your Solutions
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One of the best practices around Flows within your Solutions is to confirm that all the Flows have the Status of "On". This will make sure that all parts of the Flows are working as they're designed.

 

1. Open the Flow that is Off

2. Click Edit

3. Verify the connections that should be used for the Flow. If non are present, they can be created here. Click Continue when finished

4. In the top right, click Save, then select the back arrow

5. Click the Turn on button

6. Confirm the Flow is on

 

For the Winter '20 Release, there are two Flows that are turned off by default:

SalenticaEngage_ServiceLevel_Flow

  • Contact - Weekly Birthday List
  • Relationship Service Level - Summary Notification

These are Flows that send email notifications.

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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