Agree!! Email templates should be included as an option in Neos Cases and not limited to Intake Pro only. We heavily used email templates in Trial Works and now our users can only use templates if they create them in their Outlook, which are not global.
Guest
Agree!! Email templates should be included as an option in Neos Cases and not limited to Intake Pro only. We heavily used email templates in Trial Works and now our users can only use templates if they create them in their Outlook, which are not global.
for example see attached coded email to an adjuster on a case at settlement.