Company Key Information Feature
This feature allows you to store all critical company information in one place and set reminders for any issue you want to be reminded of.
To start using this feature, you must go to the left menu and select > Company Key Info.
The system will open a new window with two main areas.
The area on the left is where all the action happens, and the location on the right is the place to create important notes about any issue the company may have.
Start by editing each field depending on your company's requirements.
Enter "label name," then the value(if necessary), and finally, move the toggle button to the (1) "yes" position to activate.
The second step is to set up the (2) expiration date and the (3) reminder. You will receive a set of (4) emails depending on the previous setup of the reminders.
If you set the reminders to seven, fifteen, and thirty days, the system will send emails based on this configuration.
Don't forget to add the email accounts to receive the notifications.
When done, click the "save" button, and you're all set.
If you wish to add new fields to the list, click the "new" button. The system will create a new set of fields that will be added to the current list.
Remember that to take full advantage of this feature, you need to add the emails of those in charge of these tasks.
This feature is available for the plus and pro accounts.
Here's a quick video to show this new feature.
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