Notification of Incoming Email
If a client responds to an email we have to go into History and check which is impractical and they can be missed. Any incoming emails should generate a notification so we can see the email and respond/act immediately.
3
votes
Dave Coleman
shared this idea
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Craig Gregory
commented
This is 100% required pointless having an email system that you're not notified of a reply. The expectation can't be that advisors need to check each case daily to see if theres any replies.