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Ideas & Enhancements
Created by Guest
Created on Dec 20, 2023

Include Email templates in Neos and not just Intake Pro

Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time consuming now and that if any firm-wide template is updated--each user is required to change it in their Outlook templates.

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