Ability to have non client specific tasks
Amanda Aparicio
Be able to assign tasks that are not client specific to team members. We can do this in other products, but if we want to streamline, it should be done here. So let's assume I have a task to come up with my monthly newsletter article, it is not client specific, and I can see it on my task list inside FS
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Lindsey Denson
We have each of our team members set up as clients, this way they can have assigned tasks that are not client based and record their passwords
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Maurice Birt
Lindsey Denson We setup our firm as a client and then assign admin tasks there. Allows staff to charge their admin time. Asking seriously, as we are new to Financial Cents (we used Canopy for years), how do you think your method adds flexibility to your process. Thanks in advance!
Amanda Aparicio
Merged in a post:
Ability to add a stand alone task or To-do
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Jacob Bryant
Ability to add a quick-to-do that doesn't need to be part of a project. So for instance if a client calls through, asks us to do something we want to be able to add it in quickly, allocate to a staff member and add in a due date with notes.