Ideas & Enhancements

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 to the primary attorney (Staff1), from the current provider (Adjuster) about the client.


This would both speed up and simplify message taking from these individuals.

  • Guest
  • Aug 29 2019
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