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Notifications to users pre call.


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Dave

Currently, the shortest period is 1hr. we need the ability to book a callback and the system notifies the user 5 mons before via email to make the call. Our advisors don't use their dashboard and currently missing calls. We are having to use outlook to book in call backs.

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Karen Barker

Hi Dave, Thanks for the suggestion. Are you using the Appointments feature in FLG or events/tasks? Thanks Karen