If you are hitting issues with your Users connecting their Salesforce account to GReminders you may be hitting permission issues...
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When you purchase one or more Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To...
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If you are hitting issues with your Users connecting their Salesforce account to GReminders you may be hitting permission issues with your Salesforce Org and GReminders. If the Admin has connected Salesforce to GReminders you will need to whitelist the GReminders App. Go to Salesforce Setup > OAuth Connected Apps Install the Connected App into […]
When you purchase one or more Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To apply AI Notetaker Licenses you must be an Administrator. Go to Org Settings > Users Click Edit next to the User Check the box under Extra Licenses, Notetaker License Hit Save. Repeat this for other […]
When your clients book meetings with you you can either use the Standard GReminders Thank you Page or you can redirect them to your own Custom Thank You Page. This article show you how you can customize the base Standard GReminders Thank you page with additional information. You must have Administrator Permissions for this, and […]
Your staff wants to book meeting for existing clients, but wants some of the forms pre filled (since we already know the contact information). Lets make it easy to book a meeting from within your CRM record for a customer. GReminders supports “redirect” links which pull client data directly from your CRM. These use the […]
