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Tag: invite manager

  • 2
    Select or filter contacts in Invite Manager on account
    10 months ago
    Josh
    open0
    If a user opens Invite Manager on an account with the New Appointmnet button, the participants field searches all contacts in the database. So if it's Jim Larson and there are ten Jim Larsons in your ... Read more...
    invite manageruser friendly
  • 2
    auto select fields in Invite Manager
    10 months ago
    Josh
    open0
    If a field has only one available value, pre-select it (service, location, user).
    invite manageruser friendly
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