Yes, tool assignment reminders can be sent to your clients from the “Client Assignment Status” page and from the “Tools in Progress” section of a client’s “Manage Client Assignments” page.
From the “Client Assignment Status” page | From the “Tools in Progress” section of a client’s “Manage Client Assignments” page |
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A reminder can be sent to the client via text or email, based upon their communication preferences using the blue “Reminder” button in the “Action” column:
The button will turn orange after a reminder has been sent:
A record of reminders sent displays in the reminder pop-up window:
