Move faxes to Referrals in item in desktop navigator
Some referrals get sent via fax and end up in the "Faxes - Incoming" section of the desktop navigator instead of "Referrals In" section. Some clients would like a way to move those faxes in the faxes incoming section to the referrals section.
2
votes
Ruba Alhamid
shared this idea
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user can attach the fax to referral order as a result or referral in within the attach window.