Hi all, is there a way to add more custom actions to this box that clients are to complete? example -’ you have training to complete, please action’
Hi @Lukumades_Global! The only current supported actions are Contracts, Forms, and Invoices.
I’ve submitted your feedback regarding custom actions to our product team ![]()
In the meantime, you can also use our Tasks app to notify clients of actions they need to complete, more information can be found here ![]()
Please let me know if you have any questions!
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