An enhancement request that would allow for file level messaging(emails, etc.) which saves at the file level within notes area.
With multiple people at multiple agencies working on individual customer files, having the ability to communicate effectively at the file level is absolutely essential. This enhancement request would allow for some form of standardized messaging capability within the file level notes. Currently, most people are using email and some are cutting and pasting these communications from their personal email in to the file notes of Mover's Suite and some are not. Creating this standard platform for file level communication would create efficiency in process and improve customer service since all communication on a specific file would be viewable at the file level.
Robert Gaudino
shared this idea
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Ben cross
commented
I think is similar to my suggestion that any email sent with a customer order number referenced in the subject line be automatically added to the notes for that account. Any attachments should also be uploaded to the document viewer for that account as well. Saves a lot of time saving and uploading or cutting and pasting and saving...