Issue with the NEW Send to Client Reminders Interface
complete
K
Kathy Grosskurth
Great improvement... but there is a problem:
My main issue with the new interface is that it appears the ability to send the requests through Financial Cents is no longer an option. ie we can either send via EMAIL (which I would need an upgrade to do, and I would rather not have clients correspond via email) or via TEXT (same, do not want to text them) or BOTH. I would rather message them through Financial Cents and avoid email or text altogether. PLEASE developers, fix this issue so that I can continue sending reminders in the usual way. Thanks!
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Amanda Aparicio
updated the status to
complete
We've updated the view to make it clear that you can still send tasks and that the "upgrade" note is for templates and auto-reminders only!
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Amanda Aparicio
Kathy Grosskurth, you can still send requests! We're updating that "Upgrade" banner to make it clear that the upgrade ONLY impacts the ability to customize the email itself (not the ability to send requests). Thanks for the feedback!
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Kathy Grosskurth
Amanda Aparicio thanks! If I run into any other issues, I will let you know. Thanks for the prompt response!
Amanda Aparicio
Kathy Grosskurth: Anytime!!