Cliq
With Books, we have 10 fee earners recording time, and we want to be able to use Cliq internally. A fee earner can then send to another fee earner to review the invoice, and others can chat on it to ensure it is correct. At present, you can only use the comments section which is static and you cannot alert another fee earner of this comment without sending an email. Salesforce allows this on all items, and Cliq should be integrated like this as well!
3
votes
Matthew Ledvina
shared this idea
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Matthew Ledvina
commented
Right now, a client, through the portal can get this functionality, but an internal user within Books cannot.