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carlo Action Plans - New User - Some Quick Questions
Hello
I'm just about to start using Action Plans and thought I would ask some Quick Questions on here first:
1. Should I leave the original code from the package unchanged - so I can update the package to future releases if necessary?
2. Can I assign to Tasks to different users? So for new client onboarding we want to assign tasks to different departments like accounts and installations.
Thats it for now.
Thanks
Carlo