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Cleaned up TODOs and other customer notes. Added some Terminus templates, I believe.

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Norm Rasmussen
2023-05-30 10:11:00 -04:00
parent 0db819088b
commit a1f2a3ae5f
35 changed files with 1060 additions and 29 deletions
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CustomerNotes/Talkspace.md
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@ -280,7 +280,7 @@ From Molly's Email:
Goal: They need to communicate with the people who have not completed the compliance courses within 30 days.
TODO: Add Column with Date Complete of Getting Started or Managed Care. They would like a single spreadsheet with everyone's completed courses.
DONE: Add Column with Date Complete of Getting Started or Managed Care. They would like a single spreadsheet with everyone's completed courses.
## 01/31/2023
@ -289,7 +289,7 @@ TODO: Add Column with Date Complete of Getting Started or Managed Care. They wou
Molly wants to send an auto-email that shares training and support resources as soon as they are done with the course.
Course = 1099 Provider: Getting Started with Talkspace
Molly to send copy and links. These shouldn't be a worry cause its a different course with different content and triggers.
TODO: Set up new Workflow with 1099 Provider Course as the Trigger.
DONE: Set up new Workflow with 1099 Provider Course as the Trigger.
## 02/27/2023