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Emailing from the Client Overview Screen
Emailing from the Client Overview Screen
This article relates to functionality introduced in TFS 13
The Client Overview screen has 4 areas that you can instigate an email from;
- Name - This will initiate an email to client email defined in the Email field in the bottom section of the screen.
- Email - This will initiate an email to the client email address.
- Trust - This will initiate an email to the Trust entity email address.
- Foreign Body - This will initiate an email to the Foreign Body.
All comments are made against the client entity.
, multiple selections available,
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