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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B
Brianna Goodman
This is not the same as my feature request.
Autopilot
Merged in a post:
Default contact recipients for client task requests
B
Brianna Goodman
Problem: Client task requests only go out if a contact is manually selected in each section’s send settings, even when the emails are set to send by dependency or schedule. If no contact is picked, nothing is sent and there’s no warning. The client’s default contact isn’t used. With about 100 clients and several client sections per project, that’s hundreds of selections by hand every season.
Request (any one of these would solve it):
A default recipient setting at the firm, client or template level, such as the default contact or all contacts with portal access.
Fall back to the client’s default contact when no contact has been chosen.
Accept contact IDs through the API, on send-now and/or on creating a project from a template.
Why it matters: Projects created from a template or through the API never send automatically, so firms using integrations have to email clients outside FC. A warning when an automated send has no recipients would help in the meantime.
Autopilot
Merged in a post:
Default contact recipients for client task requests
B
Brianna Goodman
Problem: Client task requests only go out if a contact is manually selected in each section’s send settings, even when the emails are set to send by dependency or schedule. If no contact is picked, nothing is sent and there’s no warning. The client’s default contact isn’t used. With about 100 clients and several client sections per project, that’s hundreds of selections by hand every season.
Request (any one of these would solve it):
A default recipient setting at the firm, client or template level, such as the default contact or all contacts with portal access.
Fall back to the client’s default contact when no contact has been chosen.
Accept contact IDs through the API, on send-now and/or on creating a project from a template.
Why it matters: Projects created from a template or through the API never send automatically, so firms using integrations have to email clients outside FC. A warning when an automated send has no recipients would help in the meantime.
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. ...