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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Jan 11, 2023

See files attached to emails in job audit trail

Customer-Facing Problem: Customer wants to review emails sent by office or tech employees with attachment. Currently, we cannot determine if an email was sent with a file attached.

Use Case: Review outbound customer email and invoice communication with customers to audit and QA moving forward.

Benefit: Determine if customer has all information necessary to close a sale / ensure employees are properly communicating with customers via email.

Solution: Under email log in job audit trail, have a butten hyperlinking out to file attached to email.

  • Attach files