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Convert an Email to a SubTask

RoyceCPA Posts: 1

I like the ability we currently have to convert an email to a Task. But oftentimes, a client will email us information or a request that is part of an existing Task. For example, they might tell us that they bought a truck this year and need it added to the business tax return. Or that they registered in Texas and need a franchise form filled out. These emails should be subtasks in the existing Task that we created for their Biz Return.

1 votes

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