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How can we improve the Smartr365 emails?

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Admin cc'd on case emails

Include the Admin to get cc’d into any case emails sent from the system including the client notifications

18 votes

Thora Kehoe Adviser shared this idea · Jan 30, 2023 · Report… · Admin →

under review · Feb 28, 2024

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Kate Thacker commented · March 9, 2023 2:16 AM · Report

This is exceedingly important for both advisers and admin to be cc'd in emails and notifications especially when adviser/admin on holiday etc no details can be seen on the case otherwise

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