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Is there a way to have my email from Office 365 appear in my dashboard, similar to Karbon or Intuit Practice Management?
It would be nice to have the email pop up, and tag that communication directly into a specific task, in conjunction with being able to see ALL of the client emails in the communications tab.
For instance, being able to flag the email below and create a task for me to follow up with her today or tomorrow, directly from that email. https://proconnect.intuit.com/practice-management/
I have an image to reference what I am talking about, but I cannot find a place to upload it.