Feature Suggestion

As a user i can use my own font and size on my email when i am drafting it completely, however when I use a template and make minor changes in the template - my font and size should be defaulted to the same as the template I am using.

We require the ability to be able to easily select/tick/tag emails which we require to be passed to our DMS system automatically at the end of a request (i.e. on Hard Close of work item). Currently email simply treats all emails the same, and there is no way to differentiate between ones which are of enough significance to warrant longer term storage in our Document Management System. Give there are hundreds of thousands of emails passing through the system it would be hugely beneficial to be able to select which ones are critical to the business. right now we have to store all emails as there is no ability to highlight the key ones. The ability to mark the email a critical should be possible when reading the email and also when in the process of sending an email. This data then must be available via Enate APIs for email data so that it can be utilised within automations.

As a user, if I delete unprocessed email by mistake then I should get the access back to create a work item out of it. May be sub folder like: Deleted unprocessed emails Access to deleted folder should be similar to visibility on unprocessed email tab. Also a Junk folder suggestion

As an user I would like to get an notification related to an email which was not successfully sent out from outbox in scenario the email failed and sat in outbox, this notification will help me to rectify the issues on it and can send again immediately to clients preventing the delay in sending it again

Please allow notifications for Work item status changes (i.e. notify user via desktop and/or email when a ticket moves from 'To Do', 'In Progress', 'Waiting', 'Resolved', 'Closed'). Failed emails on work items that i'm following Changing service line and categories When a note is added to a work item Assignee on the work item changes Thanks Craig Bachelet

As a user on work manager, I want to be able to share & save rich text and hyperlinks in the note section. This will facilitate better collaboration across teams and allow for faster information sharing

As a user, I would like to see a symbol next to ticket for notes added on the packet, this helps me to take the look into it easily and also can be used to see any critical messages put on notes. At the moment if somene adds note - I will have no visibility until I open them and check Example 'i' for new information recieved, similar symbol can be helpful or having a field specific to track any new information on dashboard

Closed Enate Case - Category to remain visible displaying the case category/type directly in the search view once a case is closed. When an Enate case is closed, the category is no longer visible from the search bar (see attached). You have to go into the closed case to see what type of case it was. This makes it difficult for Customer Support locating a certain request the client/IFA is calling about if it’s been closed, or for CAT/Payments/Servicing to complete a file review and obtain the ID, PORA etc. documents. As advised by your team Enate product does not support displaying the case category/type directly in search view once a case is closed, but can you please consider for future enhancement. thanks tracy

Need to be able to bulk upload Contacts with Extension Properties like how bulk task create works with custom data fields.

User changed the category and un assign the ticket from himself/herself after that new information received then that ticket automatically assigned to the user changed the category. Expected behavior : Ticket should not be assigned to any user only new information icon should be updated.