Product update
Tab Notifications
August 29, 2019 All product updates →
Tabs will show notifications with a count of how much information is on that tab.
We had this on the To-Do List and the Attachment tab but many of you wanted it on more of the tabs.
Now it is there for you!
Some important notes about these notifications:
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Email History will not have a notification
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The Referrals tab counts being referred and your referrals for a total number
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Appointments counts future appointments, not past appointments
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Autoresponders and Workflows show active in process plans, not completed plans
Also, when there is a past due To-Do on the To-Do List tab, the notification will be red.
