Ideas & Enhancements

Needoutlook Addin Post to Case

Rachel thinks it would be great for an adjuster to automatically be associated with a case when posting an email, if their contact information is listed in the insurance tab. For example if we get an email from our client Jane Doe from her adjuster John Doe (and John's info and email is in the insurance tab), it would be nice when we press post for it to automatically list all cases John Doe is associated with, versus popping up with his name, which is not where I want to post the email.

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  • Aug 28 2019
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