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Workflow Tracking - Email from a project to copy to the project notes.

Posted 4 days ago by Natalie Newnham

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Natalie Newnham

When a workflow creates an email from a project (sending updates to clients with status changes), it does not add that email as a note to the job.

There is no option to add the xxxxxxx@workguru email into the CC field in the workflow screens to copy it over either?

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