Settings and activity
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19 votes
Lorna Sandberg
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8 votesLorna Sandberg
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5 votesLorna Sandberg
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8 votesLorna Sandberg
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3 votesLorna Sandberg
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2 votes
We do have many clients that label the types with N-... or T-... to more easily find task types versus note types.
Lorna Sandberg
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3 votesLorna Sandberg
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2 votes
We are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
An error occurred while saving the comment Lorna Sandberg
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2 votesLorna Sandberg
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3 votesLorna Sandberg
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3 votesLorna Sandberg
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5 votesLorna Sandberg
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3 votesLorna Sandberg
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8 votesLorna Sandberg
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4 votesLorna Sandberg
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3 votesLorna Sandberg
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7 votesLorna Sandberg
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5 votesLorna Sandberg
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2 votesLorna Sandberg
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16 votesLorna Sandberg
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Ideally it would be great if CSuite integrated with Microsoft Outlook, so we could send from Outlook and attach to a profile as we were sending it. (no uploading or notes needed). At a previous position we had Salesforce, and this worked great. From what I remember, we didn't have to send from the system (while we could). And we could then use the system to triage emails as "cases" and assigned to the respective staff person to address and resolve.