Table of Contents:

• Appointment Management
• Confirmations Prerelease

Appointment Management

NOTE: This is currently turned off for all customers.

Planning has been added to Portal. Now customers that are configured to have planning enabled will have a Timeline view and the ability to create moves right from the timeline.

This is currently turned off for all customers.

I go into a lot more details in the videos below so please take a look.

Standard Customer Appointment Management

Lite Customer Appointment Management

Confirmations Prerelease

This is an initial release of the confirmation system that will be available for testing. Customers' workflowsets can be configured to turn "auto" confirmation on. As of today- none will be turned on except a new House customer "In House - Confirmations Test"

When moves are entered with contacts for a customer with confirmation turned on, they contacts will be sent an email to confirm the move is ready. The contacts can click a link in the emails to go to a new confirmation site that will allow them to confirm the scenario as ready or not ready.

Screenshots

Confirmation Request Email:

Confirmation Request Form: