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Installation Company ERP / CRM

Knowledgebase

How To Manage Your Personal Appointment Notifications (Sales, Surveyors & Service)

To Do This:

  1. Select the Person icon on the right hand-side of the screen and select ‘Manage Settings’.
  2. Under the Preferences, select Yes or No on the ‘Receive Appointment Notification’ toggle.
  3. Scroll down and select ‘Update’ to save.

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