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When i’m in a customers contact log, let me click a button that will then open a blank email in outlook. When I send the email, it then auto contact logs the email in the customers history.
When i’m in a customers contact log, let me click a button that will then open a blank email in outlook. When I send the email, it then auto contact logs the email in the customers history.
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The software already allows you to email invoices, estimates, POs, and WOs directly from the software and auto logs it.
Tim, I mean auto contact logging basic email communications between employees, project manager, office staff, etc.