Send tasks to contacts outside of client contact
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Samantha Woollett
Often using client tasks as secure upload for people such as financial advisers, real estate agents, prior tax agents etc., but this requires us adding them as a contact to the client file, which doesn't feel like the best option, especially when FC tries to automatically select them as recipient on emails and other tasks.
Maybe even just the option to specify them as an external third party that is connected to the file?
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D
Dj Muchow
Adding third party contacts would be so helpful. I just ran into this limitation yesterday when I needed to send documents.
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Heidi Franz
This would also be very useful for collaboration with a client’s CPA during year-end and other joint projects. In those situations, we may need a secure way to share or receive documents without making that outside professional a standard client contact in the file.