Ideas & Enhancements

Texting Function from the Notes tab

Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case.

Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have to Post to the Case.

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  • Jan 14 2020
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