Send emails from any Epic Servicing Role
complete
S
Sara Holloway
I would like accounts to use different servicing roles for reps and producers depending on the client type. For example, Benefits accounts use different servicing role numbers/fields than Personal or Commercial accounts.
This way I can send emails from any Epic servicing role in my system today - not just 2.
Log In
Lucas Jans, VP of Product
complete
This is live now! You can learn more about this new capability here!
Lucas Jans, VP of Product
in progress
We're building this right now. More updates to come.
Lucas Jans, VP of Product
planned
Good news everyone - we're planning a solution to support all servicing roles as senders for Fuse emails. More to come as we finalize our approach. Thanks everyone for your feedback.