The Email To Agent form has been a popular way to get a quick email to the agent from Relocation Specialist since not only does the email automatically populate the email address for the agent, but after sending the email, the contents are inserted into the Notes table for that record.
Now, the Subject field defaults to the ‘Client First Name’ and ‘Client Last Name’ (ie. “RE: John Jones”). So, now when sending that quick email you won’t need to type the client name into the Subject line. The same is true for the ‘Email To Contact’ and the ‘Email to Referring Agent’ forms.
October 27, 2010 at 1:43 pm
Awesome idea! any idea how to get all of the agents’ provider info?
We have nearly 600 agents…