Text Reminder for Requested Docs
It would be helpful if a text message reminder could be sent out to clients who we have already requested docs from. For example, if we request the docs through Dext and they haven't sent these over in 3 days, an auto generated text is sent asking them to send the missing paperwork.
13
votes
Geraldine Arnold
shared this idea
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Nicola Sorrell commented
It seems odd that you don’t already provide the ability to send automated reminders to users for missing paperwork. Why should accountants need to manually create missing paperwork requests? If this could be automated weekly or monthly it would be a gamechanger.
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deyan.dechev commented
Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually