Chat with us, powered by LiveChat Excerpt Template - Top Echelon

Excerpt Template

by | Mar 27, 2020 | Top Echelon Blog

  • The Outlook Add-in not only logs emails and adds new records, but it also allows you to add attachments to your Big Biller records
  • There are instances where you may want to save an email attachment to a record other than the sender (i.e., you may want to save a client’s fee agreement to the Company record instead of your contact’s record)

More Articles of Interest