"Send to agents email address" be available to Agents
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Currently if an Admin User is sending documents to an agent they select the documents then have a list of Brokers at the Agent under the heading "Send to agents email address".
However, if the Agent goes to a case and select documents to email they have the option of Sending to Client or to a free format email.
The majority of time (in our experience) the Agent will be emailing themselves. Currently they have to enter their email address manually every time.
If Agents had another option of "Send to agents email address" which lists all the brokers under that Agent it would save them having to type it in every time.
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Natalie,
I'm not help desk, so this is an informal 'devil's advocate' response, but presumably this would also require the addition of an agent level email address? What happens is John Smith at the brokers wants a copy to send to his broker, but it then gets sent to the generic broker address that he probably doesn't have access to? Presumably a third option would therefore also be required that can enable THAT user to email it to themselves, so the list would actually give them the option to send to the client, their main broker account or themselves as a user.
Would that work for what you're saying?Ed
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Hi Ed
I think you have the wrong end of the stick a bit. Scenario example is:
Agent A has people 1, 2 and 3 set up with logins to the system.
Person 1 puts a case on the system. They want to email themselves (or people 2 or 3) the docs. When they select the documents to be emailed they should then get the list of People at Agent A on the right hand side. So they can email themselves or the other people under their Agent setup.
It is basically the same as Admin Users have. If I were to select the documents on that case I would be presented with People 1, 2 and 3 under the "Send to agents email address" heading.
I hope that makes sense?
cheers
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