XPH - Send emails and documents directly to Client Notes
Emailing and sending documents directly to XPM notes, not just jobs.
I think this could be valuable if subfolders could also be created.
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vote
Jill Murray
shared this idea
Hi Jill, thanks for raising this. The request is for emails and attachments to be sent directly to the client notes in XPH. I’ve updated the status to Gaining Support so we can continue tracking interest.
