Correspondence

I would love to have correspondence tracker within the Clients tab, possibly among the Documents and Forms Menu. Even if it just lists a date and email sent/what was sent. For example, I have sent out a receipt and a review booster email, so I don’t resend multiple times. And please include automated emails sent out too, so we aren’t doubling up!

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Upvoters
Status

In Review

Board
πŸ’‘

Feature Request

Date

About 10 hours ago

Author

Rachael Lovett

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