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Recent Updates

Email Autocomplete

October 2020

Some jobs involve emailing various contacts, and their email addresses can be scattered across PDF work orders, email threads and job notes.

To save time and avoid copy/paste workflows, when selecting recipients for an email, you can now autocomplete email addresses found in the job Diary, including Notes, email correspondence, and PDF attachments, as well as the Client’s contacts.

Autocomplete online. Click in for a drop-down & start typing to filter results.
Autocomplete in the app. Tap the 'To' field then 'New email address'.