Ideas

Send Person files From Clockwork

It would be beneficial to be able to email files through Clockwork.

For example I need to email Bob Smith's resume to my client. I go into Bob's record, click on the file tab, there is an option to download or attach to an email. Instead of downloading and then sending. Make it a 1 step.

  • Guest
  • May 4 2021
  • Attach files