Manual or Automatic Reminders, Notifications & Emails

Create a Manual Milestone
If you need to be notified before a certain date, add a Manual Milestone by clicking the Add Milestone icon. This can be done in two areas: The milestones t...
Tue, Jan 19, 2021 at 10:33 AM
Milestone Statuses
In an effort to help give more context to what is happening with your Milestones, we have added a new column to both the Milestone Grid and the Notification...
Fri, Feb 4, 2022 at 9:16 AM
How to Complete/Snooze a Milestone
Milestone Emails All Milestone emails are sent from the system early in the morning on the Notice/Reminder date. Any Milestones that have an a reminder ema...
Fri, Jul 22, 2022 at 4:52 PM
Respond to an Activity through Email
We have introduced a new feature in the Activities notification email which allows the “Assigned To” users, including No Log-In Users, to Complete the Activ...
Fri, Dec 11, 2020 at 5:12 PM