Topics started by Laura Davies

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Laura DaviesRising Star
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When a client needs to confirm A or B... what's your work around??

Hi there, We need to send a client mailing asking them to confirm if there are any P11D benefits that need filing. So our client tasks are something like: Yes there are P11D benefits - here are the details.  There are no P11D benefitsSo our clients will only complete one or the other task - never both. The problem is that the client ‘section’ isn’t completed - so the Automator on the next task won’t kick in.The only work around I can think of is to have the next task being something like: ‘complete the remaining client task above and add an internal not showing “N/A” ‘ and once we have completed the client task the Automator for the next section will be put to ‘ready to start’ and we can continue with the work.Anyone have any better ideas?? 

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Terri Warren
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1 year ago

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