Tab Notifications

tab notifications

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:

  • Email History will not have a notification
  • The Referrals tab counts being referred and your referrals for a total number
  • Appointments counts future appointments, not past appointments
  • 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.

Double Your Sales!

Create a proactive word-of-mouth strategy to increase referrals and grow your business without breaking a sweat!

DYS Mockup

Continue Reading These Related Articles

Try AllClients Today

Get Your Free eBook Today!

Tell us where to send your free copy of ‘Double Your Sales’ so we can deliver it right away!