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Ideas & Enhancements
Created by Guest
Created on May 4, 2021

Be able to send a message from the client note tab to a team member and post to the file instead of having to go to the message tab and doing from there. It is an extra step and a waste of valuable time. You then have to look at the client’s tab above to type in the client’s case number you are referring to. Let’s get this solved.

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