FieldNotes Ai

There are four ways to use the Auto-Triggering function. One way may be better than the other depending on how you utilize your Action Plan for your client ...

There are four ways to use the Auto-Triggering function. One way may be better than the other depending on how you utilize your Action Plan for your client ...

Ability to specify Before and After in Action Plans In the setup of the Action Plan, you can specify whether the task (appointment, email or SMS) will be t...

Setting up an Action Plan includes filling the recipient's field. The “To:” field lets you enter the client's email address for email and phone numb...