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Saving Client Messages
Does anyone have any streamlined ways to save communication with the client from the messaging module? We need to keep all client correspondence on file and there isn't a way to save or associate communication directly from the messaging module. We end up having to re-document the communication in our client contacts forms.
Сервис поддержки клиентов работает на платформе UserEcho
Good morning, You can attach it to clinical right form the message. Where it states message click on that and it will allow you to attach from there.