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Status Future consideration
Categories Account
Created by Guest
Created on Oct 18, 2018

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Keep record of email messages and fax cover sheets

If I send an email or fax from Fusion, allow me to view the message I sent or the fax cover sheet so I can view what I typed and have a record of it.
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  • Guest
    Reply
    |     Jul 5, 2020
    This would also be great if combined with automatically logging an email/fax into case notes--the cover sheet/email message could be included in the log. That would save time and create a virtual paper trail!
  • Guest
    Reply
    |     Jan 16, 2020
    It would be helpful to see the fax cover sheet when reviewing sent faxes from the Fax history tab.
  • Guest
    Reply
    |     Nov 6, 2019
    In the fax/email communication log it would be nice if we could see the attached email/fax memo that we send along with the documents.
  • Guest
    Reply
    |     Mar 13, 2019
    For faxing history, if we can include the message we sent as well that would be a helpful record.