Ensuring your technology investment delivers what it promised
Has your practice achieved all it can in these areas?
Can Evolution LTS turn these solutions into everyday strategic advantages for your firm?
Creating record from a Messenger –
On the TM Messenger screen, highlight the desired message:
File > New Record > any record type. The associated record form opens.
Note: The message text is automatically populated into the opened record form.
Enter any other information required.
Click Save & Close.