PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client How To's > Using Client Status Triggers
Using Client Status Triggers

Client Status Triggers

    
NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and myStratus Desktop.

For each client status you can also set up various triggers to automatically send emails and SMS text messages, print letters, generate phone calls, or create tasks based on the client status due date or on their birthday or anniversary date. See the Client Status Triggers  and Triggers topics for more information.




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