email automation
The system could be used to chase up clients for their records. So, for a VAT return, once a recurring job is set up the system could email the client every 7 days until paperwork/records received. For accounts, the period of recurring email should be longer, but maybe this could be specified in the client info.
5
votes
Dave Poole
shared this idea
This has now been implemented. More information available at http://us8.campaign-archive2.com/?u=86a2fdbbc42dac0f9854dc983&id=3820d4638e
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David La Ronde
commented
You could have a task that until cleared send email reminder every so many days as specified You . these could be special kind of task that you can include in jobs or job templates