Client Task - automatic emails/request

  • 22 December 2022
  • 3 replies

Hi there,

I have client tasks set up in my workflows where an email requesting for information is set to go out during the month, but this automatic email seems to be having an issue lately, unsure of the reason. It has happened with a few of my clients, and I don’t know if they’re receiving the emails if I manually send them from the task either. 

Please advise.

Thank you. 


3 replies

Userlevel 7
Badge +13

We had this issue once.  The emails were failing because they were being sent from our placeholder account, Tax Placeholder, instead of an actual team member.  We needed to change the settings to have it sent from a specific person instead of the work assignee.

So instead of having this as the setting.

We needed to change it to this.


Userlevel 7
Badge +13

Also, check the timeline for the work.  If an email was sent, it will appear on the timeline.

I’ll give this a try! Thanks for your help. 😊