Ideas & Enhancements

Quick Add Email - Auto Generate Case # and Case Name in Subject

When you use Quick Add for email, it does not generate case # and case name in the subject line as it does in other areas, please add

  • Guest
  • Jun 29 2023
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  • Guest commented
    11 Jun 19:56

    In Trialworks, the emails automatically contained the Case Name, File numbrer, and claim number. All of this information must be in every email, so it should be there automatically. Otherwise, it is a waste of time with every email.

  • Guest commented
    October 20, 2023 20:12

    This is an absolute must-not useful with out case identifying information