Ideas & Enhancements

Cloud - Use email or name in Outlook email to search and tag in case

When tagging email to case, you have to manually type in name or email, but would be nice if it will automatically find a case based on the email or client name in the subject line.

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  • May 20 2020
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    Guest commented
    26 Oct 05:45pm

    Thanks.

    Can we put a number or name in the subject line so that the file can be tagged more quickly?

    #Claimnumber, CaseID, or Last name, First

    D. Stuart Smith | David & Associates | Attorney
    dsmith@davidandassociates.com
    910-251-8088
    910-620-5155 direct