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58 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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Great idea. When working on clients accounts I have to have a separate to do list open on my laptop. It would be useful to be able to manually add tasks that need doing for a specific client. Particularly when trying to keep up to date with all the AML legislation etc