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.
Review 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 )
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- 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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