To be able to retrieve events created from a letter
To be able to retrieve events when created from a letter
6
votes
Debbie McKillop
shared this idea
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Amy Bourne commented
Yes, it's frustrating that when using the 'Action to' function for a letter that events a user, once that event is complete, the event record isn't linked to the client or letter any longer.
Why when is completed does it not stay in the Action to field so that actions can be viewed easily? -
Emma Hewat commented
We see a disconnect in our digital paper trail when an event created from a letter is completed, because it then doesn't show up in the event history.