Invitation snippets available for client portal actions

Where we interact with the client portal in some way (e.g. a factfind request, form request, conversations, etc) it would be great to have a library of saved texts (canned responses) in a dropdown list so we don't have to type out the personalised invitation each time, but can select a pre-set body of text and then customise before hitting send.

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Accepting Feedback

Board
πŸ’‘

Feature Request

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Other

Date

Over 1 year ago

Author

Richard Arden

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