I need my staff to be able to run a report each day to see what their tasks are for the day. So they can complete them. I also need to see this report to confirm all things are being done for client retention.
Hello
In ClosingVue, we added Advanced Filters to the Events Menu. You can filter by Assignee and then run a report!
E-Closing
Hello
In ClosingVue, we added Advanced Filters to the Events Menu. You can filter by Assignee and then run a report!
E-Closing