Resend Client tasks same day when the attachment is updated
D
Dorothy Sela
We send client a client task to approve payroll. We go through v.1, v.2 and sometimes as many as v.4 before the client is happy. I would like to just delete the previous version, update the attachment, and resend the task on the same day. These are very time sensitive and currently require setting up a NEW task to send to the same person for approval.
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Let firms resend client task emails more than once a day
B
Brenda
Financial Cents allows one client task email per contact per day. If a firm sends client tasks, then updates them, the Send Now button stays grayed out until the next day. There’s no setting to turn this limit off.