Welcome to the Sage Construction and Real Estate products Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Teresa,
I would suggest reviewing the Sending Personalized Content tutorial on the MyAssistantTraining Youtube channel.
https://www.youtube.com/user/MyAssistantTraining
Note: Some of the field references may be considered out of date as we have…
I have a report working in Report Designer that I would like to be able to send the Project Managers only their jobs - but when I use My Assistant it sends all jobs. I use My Assistant for notifications and it works great, but this is the first time I…