Skip to main content

Add a Pause Functionality to the Transaction

Feature Request

This would be helpful for users that have various tasks set up to autosend. Right now, if I hear a key date may be changing or a transaction may be terminating, it would be amazing if I could put a “pause” on anything scheduled without actually having to click on each task that is scheduled and unclick the auto-send button. Because once you do that, then you have to click to activate autosend on everything again. A mass update button for adding or removing autosend would work, but the pause or hold would be more of a timesaver. Right now, I’ll archive the transaction temporarily if I don’t have time to look at everything on autosend, but then I’m preventing from viewing anything about the transaction. I’d like to “pause” but still be able to work in it.

Posted by Adrian Thomas ·
2 comments

Log in to comment and vote

Comments2

  • Adrian Thomas

    •

    Jul 28

    @Brett Keppler Transaction Setup sounds good! It would be rare so I don’t see the need for it to take up space in the main transaction view.

  • Brett Keppler

    Team•

    Jul 28

    @Adrian Thomas - I would call this a “Pause Auto-Send” for a transaction versus pausing an entire transaction. Where do you think this pause button should exist?

    I imagine that we can put this on the Transaction Setup modal. All tasks and the transaction data on the Transaction page would be “Grayed Out” and the auto-send emails will be paused. Full functionality will remain however, so you can still complete tasks, send emails, etc.