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Settings and activity

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  1. 92 votes

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    Betsy Kellerman commented  · 

    i also would like to be able to email the evaluator the follow up report forms when completed.

  2. 45 votes

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    Betsy Kellerman commented  · 

    i also like the idea of an upcoming installment payment alert. it could be 30 days out. you could self choose it in the email templates with the auto--lightning bolt? then you could opt out if you so desire.
    betsy