Where to set the AP Notification in a Filed case:
To activate Priority Date (PD) data syncing, please ensure that clients have completed their Worksheets properly. Only data that has been filled in can be synced.
Navigation Path:
Go to the Case.
Select the Reminder tab.
Navigate to Priority Date Tracking.
Enter the required information.
Click Save to activate PD tracking.
Setting Email Notifications for PD
To ensure you receive updates, follow these steps to configure your email delivery preferences:
Navigate to Account Settings (found under your profile menu).
Select Notification Setting from the left-hand sidebar.
Locate the Priority Date Tracking row under the Notification Type list.
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Choose your preferred delivery frequency:
Immediate email notification: Receive an alert as soon as a change is detected.
Daily email summary: Receive one consolidated report per day.
See Also:
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