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Automated Alert

edited 12/09/19 in Archived 2015 Posts
11/30/15 Edited 12/09/19

Can you create automated alerts to contact clients each time you enter a new clients information in the system? 

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  • J. Craig WilliamsJ. Craig Williams Top Contributor

    OhJenB,

     

    Take a look at the Alerts at the bottom of the sheet.

    Notifications can be set up for persons to recieve emails when things change (like a check box that is "New Client Info Entered"). 

     

    Depending on what you want your client to see, this might be what you are looking for. If it isn't, can you be more specific on your needs?

     

    Hope this helps.

     

    Craig

     

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