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14 ideas for getting records on time (every time)
... takes a photograph and uploads it to – an our case – Auto Entry.” 9. Email rules “This idea is a bit clunky ... more of a fallback if you can’t do custom emails or Dext/Auto Entry.” “Go onto your client’s system and create ... anti-automated reminders unless they are done properly.” Auto-emails are fantastic, but you can't just do it and ...
6th May 2022 | Industry insights