Client Tasks to specific contact
Amanda Aparicio
It would be nice to have a feature where you can assign the client task to a specific contact and the request is sent to that specific individual only. Currently, you can check the box on who gets notified but it will send the entire client task list to those people, regardless if that is their task or not. The current set up is not ideal for larger clients and requests that need to go out to more than one individual.
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Autopilot
Merged in a post:
Ability to select which contacts appear as choices in Client Task
C
Client Care
Would be great if we could add people to the contact list but that we could have a choice of which contacts are available for client tasks, client chat
Autopilot
Merged in a post:
Client Task Assignment Options
Y
Yani van Kampen
We should be able to send request to different staff members or different partners individually!! not just a general client tasks. ...