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Introduction of Parties- System Generated Email

Feature Request

Add an Introduce Button to introduce all parties on a transaction with the ability to select whom to introduce.

Also. Have a way to import existing contact in the address book to a new transaction vs entering the same people all the time

Posted by An Anonymous User ·
Status: Planned1 comment

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Comments1

  • Brett Keppler

    Team•

    May 21, 2024

    Importing of contacts is planned. We have the ability to create a template email that auto-populates contact information for all Transaction Parties.