Each client can be linked to another existing HelpMaster client as their manager. This is found on the “Employment” tab of the client screen.
Manually type a client to be the manager, or use the quick-select, or client selection button.
When designing email templates, use the dedicated Client Manager tags to customize the outgoing email.
Update the manager field in Active Directory, and then use Active Directory synchronization to import the manager for each client.
Active Directory Synchronization for clients (populate the manager field from Active Directory data)
Workflow and Approvals
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