Here are the updates to CounselGO for March 19, 2025.
Budget Request Email Notifications
To ensure all relevant users remain informed of action required on customer budget requests, email notifications are now sent to CounselGO users who are added as collaborators on a budget request after it was created. The notification is sent within 15 minutes of being added to the budget.
Users can click View Budget from the email notification to access the budget request form in CounselGO and, if applicable, enter, modify, and/or submit the requested information.
NOTE: The above only applies for customers who are using Budget Requests to collaborate with vendors on budgets. Click here for more information.
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