How to Notify Associates of a New Appointment

When creating a new appointment, this will be the method for notifying the assigned associate of the task.  Select from Text or Email.

Number of Next-Up Records Listed

Number of records to be listed for appointments to be worked.  It is sorted by End Date.

Send Daily Email of Upcoming Appointments

Whether to send an email on a daily basis to each associate to inform them of the day's appointments.