Heres a simple new feature that can make your work a bit easier. To get daily email reminders of your tasks due simply click ‘Edit’ in the top right of the application to open your user profile. There, you will see a new profile item, “Email Reminders”. This was a highly requested feature thatContinue reading “Your PlaybookIQ Tasks for Today: Email Reminders”
Tag Archives: features
Private Contacts
You can now mark a contact private so that others on your team cannot view it. By default, contacts are private to your company and others in your account can see all contacts in your account. To mark a contact private, simply mark the “Private” checkbox when entering or editing a contact. Only theContinue reading “Private Contacts”