Allow forwarding messages and documents in note to reply messages
in progress
Irene TM
Sorry just saw the reply.
We can send msg in NOTE for internal communication. We can send pdf and files under this NOTE function. Our staff will have the invoice and documents to send under NOTE function for another team member to check before sending out. But we found that after we confirmed the documents content are correct, we can’t forward it out to the client msg dialogue box. And the file must be downloaded and then forward out. We found it extremely hard to do that specially when we r using the apps version of sleekflow.
Henson Tsai
This feature will be released in late November! Thanks Irene for the feedback!
Henson Tsai
in progress
Irene TM
Sorry just saw the reply.
We can send msg in NOTE for internal communication. We can send pdf and files under this NOTE function. Our staff will have the invoice and documents to send under NOTE function for another team member to check before sending out. But we found that after we confirmed the documents content are correct, we can’t forward it out to the client msg dialogue box. And the file must be downloaded and then forward out. We found it extremely hard to do that specially when we r using the apps version of sleekflow.
Henson Tsai
Irene TM: This is a very good feedback indeed. We have prioritised and will work on it on the next version :)
Thanks Irene!
Henson Tsai
closed
Henson Tsai
Hello @Irene TM Can you further explain this feedback? Thanks
s
simeon Njeru
Henson Tsai:
Henson Tsai
simeon Njeru: Can you further explain what you mean?