Ideas
0
Under review
Client Module
We would like to have task and communication to have more options for security other than everyone or only me. We would love to share some communication with our leadership team.
Answer
Answer
Under review
Thank you for your feedback. This has been submitted as an enhancement request in a future update. As we explore the feasibility and time commitment associated with this enhancement, a timeline for this change may become available.
In the meantime, if you would like to share the content of the task/communication, you can add the agency users as associated parties. They will be able to view, but not edit the item.
Customer support service by UserEcho
Thank you for your feedback. This has been submitted as an enhancement request in a future update. As we explore the feasibility and time commitment associated with this enhancement, a timeline for this change may become available.
In the meantime, if you would like to share the content of the task/communication, you can add the agency users as associated parties. They will be able to view, but not edit the item.