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Running CRM campaign through My Hub?
Is it possible to run CRM through My Hub? I have a large number CRM to send out and can only send 200 at a time through the Web Edition. I have been running the invoices through My Hub in the background so I can still use Web Ed. But it wont let me click on the CRM in my reminders through My Hub. 😫
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How do I clear ACH Get Returns?
I've tried running "check for returns", I've tried different date ranges, and it keeps saying "Records returned = 0", but then under reminders it still says 1 next to "ACH Get Returns". What is going on?
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How do I remove the expired credit cards notice from my reminders list?
Expired credit cards is on my reminders list for over a month, they get whittled down as people update, but it is a useless tool to have sitting on the list, I would rather print it out as a report and not have to see it daily on my screen. Does anyone know how to get it off my list? My OCD requires a clean task list and…
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Reminders
Hi all, I am new to the forum and relatively new to SiteLink, still learning. What I have a question about is the reminders. I have two people that need to be called because they are late. I have done that but how do I get that off my reminder list? Thanks for any input.
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Making Lead to Lease more user friendly/interactive
From time to time, we run a waiting list at our facility and it would be nice to be able to "flag" a customer or change them from the green color for a "lead" to maybe another color for being on the "waiting list" or designate other colors depending on the urgency for the customer. The way we are currently running our…
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Prevent Reverse Overlock reminders for multi-unit tenants until all units are paid?
There is a setting for our gate under Company > Setup > Gate Setup > "Gate Access Rules for Multi-Unit Tenants" > Mode 1 ("If one or more units are past due, the gate is locked for all units (default)." However, when a multi-unit tenant pays the balance on only some of their units, a Reverse Overlock reminder generates for…
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Calendar- Reminders
When I logged in this morning my Reminders populated 14 Appointment Reminders from 2013 to 2018. Any idea why this randomly showed up today?
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Reminders
Hi all, I am curious as to how to delete lien notice and past due notices off the reminders list. Sitelink does this for me but I have all letters sent out and now I want to remove them from the reminders list. Any suggestions? Thank you.