Add Missing Emails and Mobile Phone numbers
We have added the ability for users to quickly add and edit email and phone number details when sending documents or reminders via CAS 360.
When you select a contact, CAS 360 will show you if that contact has an email address or mobile phone number. To add the missing information, simply click on Missing Email/Mobile text.
All information entered will be saved against that contact.
Need to edit an Email Address/Mobile Number?
This is also just as easy to do!
Click the Missing Email/Mobile Number hyperlinks to edit.
There is no need to navigate to the Global Contact screen to edit an email address/phone number. CAS 360 allows you to adjust and edit your client's email address/phone number directly from Document Production.