Client pop-up reminders

You can create pop-up reminders that will appear in 3 different areas

  • Case entry
  • Invoice creation & editing
  • Payment creation

Example:

mceclip1.png

 

Client > Client Profiles > Client List > Select client profile

mceclip1.png

Click "Edit" and go to the "Settings" tab

mceclip0.png

 

 

 

Enter pop-up screen prompts to appear on the pop-up messages. 

mceclip0.png

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section