Automation for the agent
Klo Oxford
You can click on the calendar (up in the upper right corner). Filter out the other items except payment and then you can subscribe to it and it will show on your Google Calendar,
Elsa S Davis, VTA, DWHSA
Great suggestion. I believe that we already have email notifications, but they often get lost in the hundreds of emails we receive each day. I would love have these action items listed onto my Google Calendar. It sounds soo dreamy!
Cindy Caldwell
Elsa S Davis, VTA, DWHSA thanks!