If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Recurring client requests

Joelle_TJoelle_T Posts: 6 ✭✭

It would be great to have the ability to set client requests to repeat every week, month, etc. This is especially helpful for bookkeeping and payroll clients who need a reminder to send us their information. Setting myself a reminder (task) to send them a reminder (request) just doesn't make sense.

3
3 votes

New Idea · Last Updated

Sign In or Register to comment.