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Make Recurring Emails Directly Accessible From Client Contact Record

When I schedule a recurring email to a prospect, unless there's a better way, currently to find the email I have to go to the Communications tab and look it up. And to edit the email I have to go to the Marketing tab and find it there. Would it be possible to add another tab called "Communications", and have the future scheduled emails for that prospect shown there and have the ability to directly edit the pending emails here rather than having to go back to the Marketing tab?

  • Rick Tibbitts
  • Nov 7 2019
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