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1. Two way email integration

   Trying to send an email to two clients on a case with different names is slow as you have to search for them both separately on the cases view.

   We need to be able to select both clients whilst in the case summary and choose a template or compose a case note if required.

   It should be possible to send emails to more than just the clients through the system i.e. solicitors, estate agents and even for admin to email or cc the adviser into an email.

   Should have the ability to cc other parties (where relevant) onto email sent through the Smartr system i.e. solicitors, brokers, sales negotiator.

   Having the ability to pull emails back into Smartr365, or have the replied emails that come from Smartr365 to go back into the system too, like a CC into Smartr365 and also their emails.

   Trying to send an email to two clients on a case with different names is slow as you have to search for them both separately on the cases view.

   We need to be able to select both clients whilst in the case summary and choose a template or compose a case note if required.

   It should be possible to send emails to more than just the clients through the system i.e. solicitors, estate agents and even for admin to email or cc the adviser into an email.

   Should have the ability to cc other parties (where relevant) onto email sent… more

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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.