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Tasks can inherit Client Assigned To

March 27, 2020November 25, 2019 by Aldo

Tasks can now be assigned to the User its Client is associated with. In the LMA, the Task will inherit who the Lead is assigned to. If this is a backend task, then it inherits who the Client is assigned to.

Categories CMA Changelog
Add ability to assign Client records to Users
Ability to set default Disbursement Bank
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