Recurring Services Email & Text Reminders

[JenRobinsonDG]

Hi all -

Hoping someone in this awesome group has discovered if it is possible to automatically show and emails and texts that have been sent via recurring service reminders as LOGGED in the Follow Up Tab.  

Example, when the text message that is auto set to go out a week before the service is due, it would show up in the Follow Up tab as a "contact"?

Is this possible? Thank you in advance for any help you can provide! 

[PamDuffy-PCG]

Hi Jen - unfortunately no, those two functions are not intertwined so there's no way to make that update. I know this has been requested by many users so I hope it will be an added feature soon. 

[e_dunn]

Hi @JenRobinsonDG - congrats on your first post! 🔥

Let's see if @PamDuffy-PCG has any insights that might help you here.