How to Set Chasing Frequency? Follow
Chasing Frequency in AutyFi
Chasing Frequency in AutyFi refers to the regular interval at which follow-ups or reminders are sent to ensure that tasks, data entries, or other important activities are completed on time. This feature helps maintain consistency and accountability by automatically prompting users to complete necessary actions, reducing the likelihood of delays or oversights. By configuring the chasing frequency, organizations can customize the timing of these reminders to fit their workflow best, ensuring that critical processes are continuously monitored and addressed promptly. This automation enhances productivity and ensures that key performance metrics are always up-to-date.
Step-by-Step Guide
Log In and Access Organization Settings
- Login: Open your browser, go to the AutyFi login page, and enter your credentials.
- Select Organization: Click the organization icon at the top right corner and choose the desired organization from the dropdown menu.
Navigate to Chasing Frequency Settings
- Gear Icon: Click the gear icon in the Organization section.
- Add New: Select Add New.
- Chasing Settings: Access the Chasing Settings section to the Chasing Frequency settings.
Steps to Configure Cashing Settings
- Select the desired frequency for Data Chasing from the dropdown menu.
- Choose how often you want to send Reminders or Invites.
- Click Save to apply your settings.
Tips
- Consider the typical response time of your franchisees when setting reminder frequencies.
- Regularly review and adjust frequencies based on the effectiveness of the current settings.
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