Settings and activity
21 results found
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22 votes
An error occurred while saving the comment Sam Smith supported this idea · -
47 votesAdminAnn (Admin, Gensolve) responded
We are reviewing both current feature requests as well as historical requests.
To update, there have been feature enhancements in the emailer function over the last couple of years including the ability to cc, the ability to send to or cc entities linked to the Client using the ‘Suggestions’ feature and within the Event it should show the name of the attachment sent within the Event Details.
Please direct any questions about the emailer function to our Support Team by submitting a ticket or by emailing support@gensolve.com
Thank you
Ann
Sam Smith supported this idea · -
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2 votes
An error occurred while saving the comment Sam Smith commentedGreat idea. Would assist with workflow. Or make the contract status values for a given contract customisable in the settings for that contract.
Sam Smith supported this idea · -
17 votesSam Smith supported this idea ·
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203 votesSam Smith supported this idea ·
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3 votesSam Smith shared this idea ·
Can we also add Contract to Type options. And relevant Contract merge fields (eg Claim number). Thanks team.