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New Idea

Ability to forward automated program emails from timeline

Related products:CS Timeline & Activity Tracking
  • November 22, 2024
  • 1 reply
  • 21 views

Al M
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  • Contributor ⭐️⭐️

Hi team, 

 

It looks as though we lack the function of forwarding automated program emails from the timeline in C360 to external customers. It seems this is the only timeline entry where this is an issue and only provides you with the option to either comment for internal users or copy the link to the timeline entry which would require GS access. 

Considering come contacts or new customers may join after an automated comms has been sent it would be useful for end users to have the ability to forward the automated content when needed. 

Please consider this for an upcoming product release as it makes things much easier for the end user and customers. 

 

Thanks a mill!

 

1 reply

Al M
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  • Author
  • Contributor ⭐️⭐️
  • April 30, 2025

Hi team,

Hoping to see this one soon. 

As at times end users need to be able to forward the comms to customers to either: 

1- Confirm the comms were sent 

2- Forward to a new contact on the account. 

It would be great to see this feature in an upcoming release, it’s an essential tool for our end users to ensure all comms are sent to their customers. 

Thanks team!