Product Enhancements

Allowing Tasks & Processes to be Assigned by Relationship to Provider

Some clients launch Processes and Tasks on Providers. We now want to assign the Process and Tasks to Team Members based on their relationship to the Provider. Specifically assigning a 'Fund Manager Relationship'. Currently, this is not possible on Providers. Can we enable this functionality so we have an 'Assignment Type' option of 'Specify by Relationship to Provider'?




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