How does the person assigned to a To-Do gets notified?
The person assigned to the To-Do gets notified by Email and App Push notifications.
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What happens to the associated estimates of the opportunity once it gets converted?
Once the Opportunity gets converted to a Project, the Estimate created automatically gets assigned to the Project and remains to be connected to the Project that just got converted.
Assigned Projects & Default Project
Assigned Projects and Default Projects are great tools that help you limit the amount of data you and your employees see by only showing you the data that you need/want to see. NOTE: You should NOT Assign a project or Default Project to you or anyone ...
Assigned Projects & Default Project
Assigned Projects and Default Projects are great tools that help you limit the amount of data you and your employees see by only showing you the data that you need/want to see. NOTE: You should NOT Assign a project or Default Project to you or anyone ...
How do I set who will be notified when I Request Time Off?
To set who will be notified, please go to the Menu, and select Time Cards and click on the Gear icon on the top right to enter Settings. Once here, under Time Card Administrator, you can choose one or more people to be notified when a Time Off is ...
How do I see what Events are assigned to each Employee?
In Calendar, simply selecting the event opens the event as a pop up. This pop up has a section called Assigned to where the employee name will be listed.