Leave a note on the account after sending email using Customer Contact Wizard
Either leave a note on file after sending an email from the Customer Contact Wizard, or at least leave a record of the email that was sent. I know this was suggested before, but just wanted to reiterate it.
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Thank you for submitting this enhancement request and for sharing your suggestion.
We’re pleased to let you know that this enhancement has been completed and is now available in the latest version of UMS.
We appreciate your feedback and your continued support. If you come across any issues with the customer contact wizard omitting a note, please reach out to our technical support staff at techsupport@cusi.com.