Create searchable email records for incoming client messages
Create searchable email records for incoming client messages
Your incoming client emails go untracked in inboxes, delaying replies and losing context for program coordinators. It centralizes messages into a searchable log so staff can triage and reply same day.
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Overview
When client messages sit untracked in inboxes, coordinators miss context and deadlines. Capture those external emails into a searchable table, flag known customers, and make messages visible for same-day triage and response.