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...
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...