It would be nice if you can review what was attached when sending an email.
It would be nice to be able to see what was attached when reviewing an email already sent in a customer's history. Even if it was just the name of the file so we can verify that we sent the correct attachment when a customer calls.
Great suggestion. We’ve been considering how to deal with attaching files to customer records (like a pdf of a tax exempt form your customer may have sent you) as well as how to retain attachments on emails so they can later be reviewed. Certainly one we’d like to solve. Thanks for your feedback. – Russ