What is that Notes Email Address I see in my Client’s File?
A Notes Email allows you to send a VIDEO, AUDIO, DOCUMENT or email message directly to your client’s file.
Email important notes directly from the field, using your client’s unique Notes Email Address. Each contact has a unique address so you can easily capture your interaction and attachments, and send it to their file while on the road.
We suggest to SAVE the address to your mobile device’s address book so you can quickly send notes to their file from anywhere.
- Attachments must not be more than 5MB
- Attachment file names should not be longer than 255 characters (type does not matter)
- Email content cannot be more than 1MB (text and HTML)
Attachments will be added to the client Resource Library so you never lose an important client update again.