Client Summary Notification

You are here:

Client Summary Notification

Here’s an example of what the new Client Summary notification looks like (w/ HTML notifications).

Scheduled reminder for clients

The Client Summary notification can be sent on a schedule of weekly, bi-weekly, or monthly (and any day of the week you want). Options to control this are on the General Settings tab:

options for scheduled reminders

Was this article helpful?
Dislike 0

Start typing and press Enter to search