Advisor Help: How to Send Email Notifications for Implementations

In the Implementation Section you can set automatic email notifications to be sent out to remind client's there are implementations to complete this month.

This can be set or turned off using the Notification drop down menu.

An advisor can also trigger the email immediately by clicking "Send Email Now"

An implementation reminder email will only go out when actions are due within the month or if actions are past due. If there are implementations due in the future, no email will be sent.