Calendar Email Notifications
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Customizable "From" Name, Email, and Subject:
Specify the sender's name, email address, and subject line in calendar notifications to tailor how they appear to recipients. -
Custom Values Support:
Use custom values to personalize notifications. Dynamic fields can be inserted into the "From" Name, "From" Email, and Subject fields for enhanced customization.
Appointment Smartlists
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Filter Design:
The "Sort By" filter provides a user-friendly layout to help locate and organize appointments efficiently. -
Filters for Contacts and Source:
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Contacts: View appointments associated with specific individuals.
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Source: Organize appointments based on their origin, such as marketing campaigns or referral sources.
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Error Handling for Filters:
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If linked contacts, users, or calendars are modified, clear error messages indicate the issue. Problematic filters are marked and explained in the filter drawer for easy resolution.
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Role-Based Data Visibility:
Smartlists align with assigned data permissions, ensuring users access only authorized information. -
Timezone Adjustments:
Time-based filters such as "Today" or "Upcoming Appointments" adapt to the user's timezone, offering accurate appointment tracking.
Benefits
With flexible notifications and improved smartlist functionality, managing calendar communications and appointments becomes more efficient and organized.
For questions or assistance, contact our support team.