Practice Alias - Emails and comments
Is there a setting so when comments are added to a task, the email sent to the client also comes from the Practice Alias? Currently, sharing a task or document sends an email from the Practice Alias. But any comments made to the task & sent as an email, display the staff member's name instead. This makes those emails less recogniseable and they're being missed by the client. Appreciate any feedback. Thanks
I need a Partner Manager
I need help to get a client's file added to my business and apparently I need a partner manager, I have never had one of these and can not find one anywhere. I have left messages with online chat yesterday but still waiting. Is there anyone that knows how I go about being in touch with a partner manager please. Thanks Mandy
