Client-specific tasks
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What is the best way to create client-specific tasks? For example, I have some clients who take care of annuities and maintenance fees themselves, and I have other clients who rely on me to take care of them. For U.S. patents, I would like the maintenance fee tasks to generate only for those clients who rely on me. Right now these tasks generate for all matters and all clients, and I have to go in and do a mass "not needed" for the clients who have responsibility for maintenance fees.
It appears I can tweak the standard task, but I am reluctant to do that. Is there any other way to accomplish this?
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@RichardS3059 thank you! I like your second suggestion a lot, because for me this is always a client-specific issue. I am going to try that. Thanks again!
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@KristaJ3145 Don't be too shy about changing standard tasks to fit your needs. I've done it a lot without any problems.
I can think of a few ways to do this.
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Create a user field that indicates annuities are paid by the client as a Yes/No field, such as TaxPaidByClient. Then update the triggers for the annuity tasks to include a criterion that the TaxPaidByClient does not contain Yes. You could do it with the criteria that the field contains No, but then you'd have to set that user field in every matter where you pay the annuities. Which is best may depend on the ratio of client pays vs. attorney pays.
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Add a tag to the Contact entry for the client that indicates Client pays annuities. Then add a trigger criterion that says the tag does not contain that indication to the trigger for generating the annuity task.
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Put a keyword in any matter where the annuities are to be paid by the client. Then add a trigger criterion that that says the keyword field for the matter doesn't contain that keyword.
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