Assign and send client tasks for verification such as passport info, names, birthdate.
S
Strict Iguana
We should be able to assign tasks that the client is required to verify such as passport details, name, birthdate, their associated contacts. I would like to be able to pick and choose what I need them to do and assign that to them. The date of verification should be recorded when they update any info.
D
Dandelion Deer
Even add a button for "add to calendar" on their end?
S
Statutory Mastodon
This would be fantastic!