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Knowledge Home | Functional Area | Calendar & Task | Calendar
Knowledge Home | Functional Area | Calendar & Task | Task
QS3 - Daily Appointments, Tasks, and Project Tasks sent to your cellphone every morning

You can set Reminders for Tasks and Appointments then have EBSuite send you your daily reminder list and appointment list everyday, without fail, at a time you select.

Video LinkReview this short screen capture video to see how to set up the auto-email/auto-message

To setup the daily appointment and reminders email go to: Account (Admin) > Setup > Setup Wizard > Quick Start Setup Wizard > My Profile

  • - Daily Agenda ( for Calendar Appointments )
  • - Calendar Task
  • - Project Task

You can choose to receive the notification either as an "Application Alert", or Email, or sent to your Cell Phone.

 

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Type: Quick Start
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