Search found 2 matches

by leslie.butler
Thu Sep 19, 2019 2:24 pm
Forum: Best Practices For Implementation & Improving Adoption
Topic: Slow Roll Out
Replies: 0
Views: 2814

Slow Roll Out

We did a slow roll out as a company. We started with two technically savvy individuals for the first two months. Once we felt comfortable with their experience, we added two offices who were already completely paperless with proformas. Each month we added two more offices until all were implemented....
by leslie.butler
Thu Sep 19, 2019 2:17 pm
Forum: WA Proforma Tracker Brainstorm
Topic: User Request for Notifications
Replies: 3
Views: 219330

User Request for Notifications

We had a user request an automatic email be sent when a proforma is routed to them by another user.