Ability to choose whether emails come from Adviser on the case or the person sending the email
Currently if an admin sends an email about a case, such as a case note, the reply email is taken from the logged in user, i.e. the admin.
This ticket would allow brokerages to default this to always be the adviser on the case, no matter who the user is who clicked send.
19
votes
Thora Kehoe Adviser
shared this idea
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Richard Williams commented
Option for email to be sent from Admin themselves or the individual Broker on the case. Recent update has meant admin emails are sent as if they are coming directly from the Broker - this is causing confusion to the clients.