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Categories Tasks & Workflow
Created by Guest
Created on Jun 10, 2023

Task Target Date: have individual choice per services for Record received/Period End/Deadline

Under Accounts setting/Task Target Dates : you have to do a globe choice for


  1. X days after 'Records Received',

  2. X days after 'Period End',

  3. X days before 'Deadline'

It would be better to pick the choice of configuration per services not Globally. Example of this is Accounts works well with Record Received, but CIS Works better with Period end or Deadline

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