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Good Contact Relationships thrive on consistent and valued interaction. With even your most valued Customers and Contacts its easy to “drop the ball” and fail to get back to the Contact and bring them up to speed, or “keep them in the loop” or just call and say “Hello”. In EBSuite you can setup a… Continue reading... You can set Reminders for Tasks and Appointments then have EBSuite send you your daily reminder list and appointment list everyday, without fail, at a time you select.
Under Calendar -> Settings, [ Notification ] tab, you can now setup - Daily Agenda ( for Calednar Appointments ) - Project Task to be sent to you every morning at your timezone. You can choose to receive the notification either as an “Application Alert”, or Email, or sent… Continue reading... |
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Review this short screen capture video to see how to set up the auto-email/auto-message
