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Created by Guest
Created on May 15, 2019

Sending messages from case - From field shows the same information as the Re/Client field

User would like the 'From' field to display the same information that;s in the 're/client' field when sending a message from case

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  • Guest
    May 16, 2019

    Updated:

    When sending a message from a case and the "Re/Client:" value matches the entered "From:" value, accept the from value with out the prompt window asking to update\change the association with the case.  This will speed up the message process when a client calls on their case.