Outlook-Style Flagging and Categorization in the Email Module
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Natalie Fong-Yee
Firms that rely on Outlook features like flagging messages and categorizing them to track what has been addressed want the same functionality in the in-app email module. Without it, teams keep using Outlook alongside Financial Cents instead of adopting the built-in email tool.
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Outlook-Style Flags and Categories for In-App Email
N
Natalie Fong-Yee
We use email flagging and categorizing heavily in Outlook to track what we have responded to, and the in-app email integration is missing this functionality, which keeps us from fully switching over from Outlook.