Add more wild cards than just %FNAME% into the system giving options for job title, hiring manager (target person), Hiring Company ect.
Adding more functionalities to the note / email templates
And add a wild card for the access URL sent to clients when inviting them to the portal, so that this invitation can be customized.
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And add a wild card for the access URL sent to clients when inviting them to the portal, so that this invitation can be customized.