Anyone know how this reminder works with different client request item due dates?
I checked the help files and they do not seem to address if you have more different due dates for different client request items (we make the tax questionnaire due before the documents).
- Do the reminders go based on the earliest due date?
- What if there is a client request without a due date? The instructions in the blue box say to add due dates to all tasks.
- What happens if the due dates are within 7 days? Does the first reminder get skipped or just go to the back of the line?
I will test this, but I’m curious if anyone knows so I can get my answer more quickly. 😊
It would be cool to get clarity in the help docs, too