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    Posts made by BrandonK5549

    • RE: Automated Customer Number Listing for eOffice Action processing

      @support_appcoll Hey Gregg. Did this feature get turned off? I don't seem to get any emails when a new client contact is created with a customer number that is not listed in the eofficeaction field of the settings page. This feature would be very helpful to us.

      posted in Product Requests
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      BrandonK5549
    • User Permission Setting for Creating Email Templates

      It would be very helpful if there was a user permission setting available through a user's contact. Currently, the only way to authorize a user to create email templates is by setting that user as an account administrator.

      posted in Product Requests
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      BrandonK5549
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