When composing a letter, to be able to select a CC address.
When you select "New Letter" , you can select a name in "Who is this letter being Sent to?", this will then self populate the name and address onto the letter.
Sometime you need to CC a physio or ACc case manager, but you have to find and type this in by hand. Would be good to select CC details.
4
votes
Mark Keys
shared this idea
-
Earlier in the year we added the 'Email Suggestions' function, which enables a list of entities linked to the Client to be chosen as a cc or bcc on an email.
This function can be viewed via the Release Notes.
If help is needed, please contact our Support team by Submitting a Ticket.