Is it possible to assign a client task to my colleague instead to the client? I have some request to my client but my Manager had already the access online on it. Instead of making emails monthly I just want to use the client task to make automate and have the checklist what are already provided. Is it possible?
Hi
We have this situation with many of our clients, but weโve simply removed the client request and use a standard task instead. Is there a reason you want to use a client request when you already have access to the documents? I may be misunderstanding your question.
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