Practice Manager - Use Collaboration Manager to automatically add Notes to clients
It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.
2
votes
Keira Borg
shared this idea
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Kat Abrahams
commented
Exactly what we need as a firm! It would make it so much easier to remember to save those important facts against the client.