Is there a way to email memos directly from the memo tab without printing them as a pdf and saving them first?
Hello,
Great idea! Currently there is not a way to do so, please submit a Feature Suggestion, thank you so much!
I would like this as well.
I have an attorney who doesn’t use the memo function for exactly this reason. I use it, however, and then link it to a task for directions to staff.
Assuming that you are viewing this memo from a contact or matter tab; it may be easier for you to:
1.Copy the memo contents
2. Click on the communicate tab in the same window
3. Paste it as a message/sms to your client or colleague
It is also possible to use the the same process via the email tab in the same window.
Could you please let me know if that solves the problem? I’d love to make this as easy as possible for you :)
P.s
I view that as a work-around (it’s what I currently do), but it’s not very convenient.
Let’s see - compare that to writing memo in Word and email file, it is definitely a “work around” and not a “feature”. Just saying that if I can’t do it in two clicks, then something isn’t right.
Appreciate the feedback
This is of course a workaround for the time being as we are constantly investigating better ways to optimise the smokeball experience for our users to save time and get more work done!
Sign up for best practice advice, tips and to connect with your peers.
Already have an account? Login
Login or create an account
No account yet? Register
Login with your Smokeball account
Login with SmokeballEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.