Be good if Automail could produce e-mail templates in Outlook rather than just Word
Increasingly more communications are being sent by electronic means but Automail only seems to cater for Word documents. Being able to setup up Outlook templates to populate from the IRIS Suite would be of great use and time saving.
I find it useful to save the documents as pdfs rather than Word documents - then you can right click and email or upload and know the client will be able to open them. We have a number of clients who don't have Word.
I find it useful to save the documents as pdfs rather than Word documents - then you can right click and email or upload and know the client will be able to open them. We have a number of clients who don't have Word.
See also item: https://ias.ideas.aha.io/ideas/IASPS-I-56 which requests a similar facility.