Send Task reminders to your Clients

We have enhanced the Tasks app to enable you to have task reminders sent to linked contacts and companies for tasks that you create in Upvise.

In the Task edit screen, there is now an option to: “Send a reminder to Client”. If this option is checked, an email task reminder is sent both to the task owner and to all the Contacts and Companies set in the Linked items section of the Task.

This can be useful in e.g the coaching or professional organizing fields to manage tasks both for your team and for your customers.


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