Tab Notifications

Tabs will show notifications with a count of how much information is on that tab. We had this on the To-Do List and the Attachment tab but many of you wanted it on more of the tabs. Now it is there for you!

Some important notes about these notifications:

  • Custom Tabs will not have notifications
  • Email History will┬ánot have a notification
  • The Referrals tab counts being referred and your referrals for a total number
  • Appointments counts future appointments, not past appointments
  • Autoresponders and Workflows show active in process plans, not completed plans.

Also, when there is a past due To-Do on the To-Do List tab, the notification will be red.