Quick add missing emails and mobile phone numbers

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Add Missing Emails and Mobile Phone numbers

We have added the ability for users to add email and phone number details when sending documents or reminders via CAS360.

When you select a contact, CAS360 will show you if that contact has an email address or mobile phone number. To add the missing information just click on Missing Email text.

All information entered will be saved against that contact.

Best of all, if you have CAS360 integrated with Simple Fund 360 or Xero Practice Manager this will update the contact details in these applications too.

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