Client pop-up reminders
21 October 2024 | Updated 21.10.2024
You can create pop-up reminders that will appear in 3 different areas
- Case entry
- Invoice creation & editing
- Payment creation
Example:
Client > Client Profiles > Client List > Select client profile
Click "Edit" and go to the "Settings" tab
Enter pop-up screen prompts to appear on the pop-up messages.
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