Custom ‘action count’ to add to clients profiles

post by Lukumades_Global on Mar 29, 2025

Hi all, is there a way to add more custom actions to this box that clients are to complete? example -’ you have training to complete, please action’

post by allene on Mar 30, 2025

Hi @Lukumades_Global! The only current supported actions are Contracts, Forms, and Invoices.

I’ve submitted your feedback regarding custom actions to our product team 🙂

In the meantime, you can also use our Tasks app to notify clients of actions they need to complete, more information can be found here! 🙂

Please let me know if you have any questions!