Automatic invite for new CLIENT users.
J
John Shields
When a new CLIENT contact is created, we currently have to send them a task or create a folder with them added in order for an invitation to be sent. This has created communication issues between me and my clients whom I believe are already invited to the system because i set up their profile.
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M
Maja Burton
And/or automate an invite when a proposal is accepted. Proposal items could connect to Project templates that would be sent automatically upon acceptance.