Set frequency for certificate expiry reminders (emails)

By GoEXELA Zap

January 10, 2025

Users can customize reminder email intervals for certificate expiries, replacing the default 2 and 7 days. Previously scheduled emails follow default unless changed. To add expiry dates to templates, select the template, set expiry, and customize reminder preferences, including the number and timing of emails. Individual certificate settings can also be adjusted.

Client Portal > Subscription Management – Enhancements

**TLDR:** Users can now view, delete, and update subscription payment cards easily and securely, enhancing control and flexibility

Client Portal > Subscription Management – Enhancements

Sync your GHL Invoices to Wave Accounting

**TLDR:** Users can now sync invoices from GHL to Wave for streamlined accounting. To set up, go to

Sync your GHL Invoices to Wave Accounting

Contacts: Estimates now available in Payments tab

Users can now send estimates directly from the contact page, with pre-populated contact details. Track sent estimates via

Contacts: Estimates now available in Payments tab

Invoices & Estimates: Now available in Opportunities

**TLDR:** – New Payments tab in Opportunities for sending/viewing estimates/invoices. – Navigate to Payments Tab, create/send invoices, auto-redirect

Invoices & Estimates: Now available in Opportunities

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New “Unlabeled” card layout for Opportunities improves data viewing with streamlined design, allowing more info per card and

Unlabeled Cards in Opportunity View

Fetch Product Details using Pluck and Join in Workflows

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Fetch Product Details using Pluck and Join in Workflows

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