System Options


There are three new System Options that relate to appointments.

The System Options and definitions are:

How to Notify Associates of New Appointment

Whether to send a notification to an associate of an assigned appointment and, if so, whether it should be by text or email.  The phone number or email address will be taken from the associate record.

Number of Next Up Records Listed

As you'll see later in this document, you can pull up a list of appointments to address.  This setting allows you to change the default number presented.

Send Daily Email of Upcoming Appointments

Whether to send a daily email to associates informing them of appointments they have for the day.  It will use the email address in the associate’s record.

 

 

Updated on Tue, 09 Feb 2021 by Angela Chiaravalle

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