Business owners keep case-portal emails tied to projects
Business owners keep case-portal emails tied to projects
Business owners see case-portal emails and attachments go unfiled, leaving case managers without client records. It links messages and files to the right project so case managers find correspondence.
Overview
Unfiled case-portal correspondence creates orphaned records and slows case handling. This workflow captures every message and attachment and ties them to the correct project record, eliminating orphaned files and ensuring case managers find client documents when needed. That means faster handoffs and fewer missed client items.
Notable Features
- Attach emails to project records
- Save attachments to project files
- Notify case managers when linked