I’ve got an idea where when a work item hits a certain stage, such as:
- Books closed each month;
- Tax return in for review;
- Tax return ready for signature;
That an email automatically sends to the client.
Currently for our month-end close work item, I’ve got a client task as the last section so that the bookkeeper can send an email to the client saying their books are now closed.
On top of this, even if it’s not possible to automatically send this when the last internal task is completed, it would be awesome to send the notification but without an actual client task. More like an email being sent but associated with a specific work item. That way the client doesn’t need to login and mark off the task.
I was looking through the API documentation to see if there’s a way to send an email but it doesn’t look like it. That might’ve worked because the email would be associated with the work item it’s being sent about to notify the client of a change in the work item status that they may want to know about.
Any ideas on this one?
I may submit this as a feature request as well.