New Feature: Scheduling reminders for other users

Version Number 1.5
Published December 28, 2016

Properly-permissioned SE users,  can  schedule reminders on behalf other users in their downline hierarchy. For example, a manager could schedule a reminder for one of their loan officers in SE.

To schedule a reminder for another user: (1) go to a SE Record or Partner, (2) click on the reminders tab, (3) in the reminder creation window click the field marked 'For' and, (4) begin typing or select the name of the SE user you wish to schedule the appointment for.

SE administrators can view their hierarchy using the Users option in the SE toolbar.