The task list is great, but could it be expanded so we could make a processes template to adapt for each client? Right now I have to go outside of DF in order to create a checklist for each stage of the process…loa sent, thank yous, client gifts, etc.
Thanks so much!
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Completed
💡 Feature Requests
Almost 3 years ago

Rochelle C Grass
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Completed
💡 Feature Requests
Almost 3 years ago

Rochelle C Grass
Get notified by email when there are changes.