How to set Client reminders for GST & Income tax payments?
Is it possible to send reminders without having to create a Work item?
I want to send reminders to multiple clients, what is the best way of doing this?
How to set Client reminders for GST & Income tax payments?
Is it possible to send reminders without having to create a Work item?
I want to send reminders to multiple clients, what is the best way of doing this?
Hi
It’s not possible to send reminders without creating a Work item and a Client Request checklist.
Two alternatives:
I hope that helps 🙂
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