The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically placed on a Task when particular requirements are met. Adding an Amber Alert Automated Event Check the Business Hours Only? checkbox if you want the Amber Alert event to only happen during…

The Expense Claim Workflow allows your Clients and you and your Team Members to quickly and easily claim back any company expenses. Using the Expense Claim Workflow Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, who need to claim expenses back, and click Create Task. Choose the Expense Claim Workflow and click Add Task. Fill out the…

Adding a Failed Appointment box Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.

To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be an Internal Admin in order to update Users’ passwords.