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Feature Requests

Integrate multiple emails
Let each user integrate their own emails so any emails sent from them come directly from their email address rather than one practice email.
11
·
Client Portal &…
·
partially complete
Convert client questions to tasks
Some client questions require too much time to address immediately. It would be great if we could create a task from their question that contains all attachments.
8
·
Client Portal &…
·
partially complete
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