Extend Notes to allow the emailing of insurers.

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Mark Williams

13 July 2011 10:11

Being able to email notes to brokers/clients is fantastic but it would be made even better if I were able to email insurers. This would allow me to send underwriter referrals and attach our rating suggestions directly from the system. It would mean that insurers would need email addresses but this too would be a useful addition to the system.

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  Jon Collis 16 August 2011 09:34

  This would be the cherry on the top!

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