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Updating your account settings
Follow these steps to update your account settings: In the top right corner, hover over the gear icon and select Settings In the USER PROFILE section, you can edit the following: Username First Name Last Name Upload Photo Scroll down to EMPLOYEE ...
Configuring your email in BANG - Using Rackspace
To access the email configuration settings, hover over the gear icon and select Settings. Scroll down to the Email Settings section, and click the Settings button. Click the Mail Accounts tab. Begin by setting up the Outgoing SMTP Mail Servers - This ...
Customizing your email templates
Accessing your email templates To access your email templates hover over Activities and click Email Templates. This brings you to the list of all email templates. In the left-hand menu, you also have the option to see the templates sorted by function ...
Can I Turn Off Automated BANG Emails to a Client?
You can prevent BANG email communications from being sent to your clients. Follow these steps: 1. Go to the Client Care > Clients list 2. Filter for the client who no longer needs to receive BANG emails 3. Select the Edit (pencil) icon beside the ...
BANG: Re-Enrollment Process
Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...