Quick add event i.e. when sending a letter from mail template
When you fill a mail template on CRM it would save time if you had the option to quick add the event for sending a letter. Currently if you send an email it works great as the communication is sent and the events are updated, however, when sending a letter from a template you either have to save as a PDF and attach to documents or you have to print out and attach a copy of the letter you have sent, this takes additional time.
1
vote
Anonymous
shared this idea