Ideas & Enhancements

Assign each case an email address

Filevine has this feature where if you email a specific address assigned to a case it will add the email to the notes tab and any attachments to the case docs. The way it's set up right now with the Outlook app is rather tedious and I think it'd be faster to give an email to every case. Something like JohnSmith+LawFirm+Randomnumber@neos-cloud.com would work.

  • Guest
  • May 30 2024
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  • Guest commented
    06 Jun 18:26

    Give us a Case Field that would let us customize the email CustomizeField.lawfirm@neos-cloud.com