XBert Automations
By Aaron and 2 others3 authors5 articles
- Conditions and ActionsCreate XBert rules per client or across your practice!
- How To: Map XBerts to Your ProcessesFor keeping XBerts and Tasks aligned
- XBert ConfigurationConfigure your XBert Default Settings
- XBert Rules
- How To: View Recently Created XBertsEasily view XBerts created over the last 8 weeks.
