Clients can create tasks
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Erika Wilburn
We have clients who email and then lose track of the emails. Clients have requested a way to track their request to us. It would be nice for them to be able to create a task. They don't need to assign it to anyone but if we got an email like we do when they respond to their tasks then we could assign to the correct person
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Ability for client to create task for firm
E
Eri Cronkhite
When client sends us a message about revising an invoice or something like that, it would be nice to be able to create the task from the chat that will alert client of progress. Alternatively, the client could be able to create a task of their own, assigned to us.