Automated Tasks Overview

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    micah

    This is a major time-saver for our church! No more forgetting to manually update some age-related tags we use often. Smart-tags solved that!

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    diana

    So thankful for this new capability!  I have been wanting it for some time.  

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    delineamy

    Is there a way for the church leadership to be emailed when it's someone's birthday, rather than the other way around?

    Thanks!

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    katimwilliamson

    Is there a way to automatically post giving to members account? People who give through monthly bank drafts?

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    Sheley

    Hey @delineamy - If you use Birthday Notifications you can receive an email each month with everyone's birthday for the following month with the date. Click on that link for instructions on setting it up :) 

    Hey @katimwilliamson - this article here should help with that: Associating Contributions With Profiles.  If that isn't what you're looking for, please Contact our Support Team and we'd be glad to walk you through it further.

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    sstaudt

    Is there a way to change the time setting for when the task is done daily?

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    Julie Schweihofer

    Great question! Automated tasks are all run daily at 9 am relative to your time zone. Customization of timing is not available at this time. 

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    daisdfamily

    It's Sunday morning and I hit a jam! Is it possible to "force" an update? We had a child with the wrong grade entered into their profile so they were put on the wrong tag. I have updated the profile but it won't push them to the correct tag, as a work around I created a new tag and put them in it to have on the event. Any info would be appreciated. Thanks!!

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    Julie Schweihofer

    Hi @daisdfamily - While Smart Tags are scheduled to run every hour, you are able to "force" an update by toggling the task off and then back on. I hope this provides an easier solution if you face this scenario again. Reach out to us at support@breezechms.com if you need any further assistance, we're here to help! 




     

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    micah

    That's brilliant Julie! It's great to have a "quick fix" feature like that in a pinch! Thanks for thinking of that!

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