Analytic Call Tracking

Select Manage Clients &amp; Settings

Go to Actions Button for a company

Select Alerts &amp; Exceptions Button

1. Go to Administration dropdown
2. Select Manage Clients &amp; Settings
3. Select Manage Clients
4. Go to Actions Button for a company
5. Select View
6. Select Edit Details Tab
7. Select Alerts &amp; Exceptions Button
8. Select the Reminders and Notifications

How to change the alerts and notifications that your client receives

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How to change the alerts and notifications that your client receives

Go to Administration dropdown

Select Manage Clients & Settings

Select Manage Clients

Go to Actions Button for a company

Select View

Select Edit Details Tab

Select Alerts & Exceptions Button

Select the Reminders and Notifications