@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!
K
Posts made by KristaJ3145
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RE: Client-specific tasksposted in Tasks Module
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Client-specific tasksposted in Tasks Module
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?