Manage To Go Items
Manage To-Go Items is a Task that informs you that your firm has something for you to pick up or that something that is going to be sent to you.
There are 3 types of Manage To Go Items:
1. Pickup: Client needs to pick up an item at the accounting firm.
2. Mail: Firm is going to mail a client an item.
3. Delivery: An item will be delivered to the client.
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How to Create a Manage To Go Items Task
Manage To Go Item is a Task that allows you to inform clients when they need to pick something up or if you are mailing or delivering something to them. There are 3 types of Manage To Go Types: 1. Pickup: Client needs to pick up an item at the firm. ...Using Task Filters
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