Ability to apply a client alert to an entire client group
complete
H
Harshdeep Singh Saini
updated the status to
complete
Now live in Syncore! ✨
This feature in Organizations is now available in Syncore. Check out the Knowledge Base for all the details, and thanks for the feedback that helped make it happen!
H
Harshdeep Singh Saini
updated the status to
in progress
K
Karen
would be super helpful
Jessica Lavoy
Merged in a post:
Client credit alerts
T
Tim O'Neill, MAS+
If a buyer has an available credit on their account it would be nice to have an alert come up at the time of invoicing asking our finance staff if we would like to apply the available credit.
Jessica Lavoy
Merged in a post:
Mass assign an alert to a client group
H
Hannah Schell
mass upload a client alert to a client group