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Create Message Drivetly from Insurance Item Card

A very large percentage of our calls, and thus messages, are from Insurance Agents. I would like to be able to open the insurance tab for a case, select the record and then press a button (in the record?) which creates a message that defaults...
Guest over 4 years ago in Messages 0

Add ability to hyperlink Docs from the Case Docs tab in messages

Add the ability to hyperlink documents from the Case Docs tab into messages for less clicking
Guest almost 5 years ago in Messages 1

Focus should return to Messages tab after viewing an email.

Focus should return to Messages tab after viewing an email. Viewing and deleting a message sets focus to the last tab that was opened, not the Messages tab. This causes the user to have to make extra clicks to get back to the message list to cont...
Guest almost 5 years ago in Messages 0

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.
Guest almost 5 years ago in Messages 0

is there is a quick way to implement milestone update messages for case managers to quickly send to clients?

No description provided
Guest about 3 years ago in Messages 0