CRM - Notices
- Melissa Harbridge |
- 17 steps |
- 2 minutes
Hopsoftware
1
Click "CRM" from the Hop main menu.
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Click "Notices" from the CRM menu.
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Here you can add a date range for when a Notice was created.
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Add in your date range, then click "Apply".
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Here you can add a date range for when a Notice is expiring/has expired.
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Add in your date range and click "Apply".
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Click "Only show my notes" to display notices assigned to you or created by you.
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Click the "i" icon to show the content to the Notice.
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Click "Close"
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Click "Download CSV"
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Click "Remember poppies on Monday"
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Click "Close"
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Click "Dashboard"
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Then click "New Notice" to add or amend.
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Click the pencil icon to edit an existing Notice.
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Click "Save Post" to save any amendments.
