Client Assignable (Reassign) Transaction Questions
complete
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Jillian Plank
complete
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Erin Manning
Another idea would be to make it where we can select more than one email to assign a question. Then we could send the question to two or more possible contacts instead of all contacts. This would enable us to still use the "Assignable Questions" feature to assign sensitive items like questions about owner's draw to the owner only.
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Jeff Cecchini
Erin Manning YES!!!
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Roslind Burks
Merged in a post:
Allow client to re-assign question contacts
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Conner Schryver
Often there is a point person for client communication and they know who should answer each question. It would be great for the client to remove themselves and assign a different contact to a question. That would remove unnecessary communication back and forth with the client.
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Carrie Yowell
I'm not finding a task that specifically asks for ability to assign client users to tasks, but this task as well as a few others address it in an indirect way, so I will piggy back onto this task. Need ability to assign client users to tasks. For example, I have added the tax preparer/CPA to the portal for clients whose CPA is more responsive/active. I don't want the CPA to have to wade through a bunch of questions that aren't intended for them to see the ones that are. It would be so great to be able to assign certain tasks (particularly year end questions) to the tax preparer. Of course that's just one use case. For clients who have multiple users, being able to assign tasks would just be so incredibly valuable.
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Conner Schryver
Yes, similar to this request: https://keeperapp.canny.io/feature-requests/p/allow-client-to-re-assign-question-contacts
Cheryl Lanahan
Conner Schryver: TYTY!!
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Starlene Stewart
This will be very helpful, right now I send questions to the admin assistance who will answer if she can, but if not, needs to notify the owner. I would find it very helpful if the admin could reassign the question herself!
Cheryl Lanahan
Starlene Stewart: exactly my situation!
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Loni Mendoza
Oh, good idea!
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Jessica Albee
100% yes!!! If there could be a notification sent to the new asignee (when the client re-assigns) that would be amazing also. You guys are awesome tysm!