We have a medium-sized client that requires us to use a different work process than other clients. And, these processes require us to use file storage and delivery outside of XTRF. Ugg.
Question, does anyone know a way to set up flags or alerts that informs the PM that a client needs an alternate work process? Of course, we'll have training and onboarding for our PMs, but we don't want the success of this client to be dependent on our PMs remembering to do something unique for this client, and we don't want to create complicated work processes for all of our PMs because of the unique nature of a few of our clients. It would be great to be able to have flags in XTRF that are client-based that popup information for the PM, or allow for custom links to an external workflow, or allow for custom file sharing.
Any thoughts on this?
Customer support service by UserEcho