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If you haven't already created an account with Intake Desk, please reach out to Marie Arnold from Intake Desk (MArnold@IntakeDesk.com) and set up your account.
Server Based System - please perform the following configuration:
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Please advise us if we should not create a case if a new case was created in the last 24 hours with the exact same caller's name, phone number, email address and case type if you are using another integration in tandem.
If you have further questions about Intake Desk directly, please contact:
Marie Arnold
Implementation/Campaign Coordinator
O: (754) 227-5189 Ext. 1041
A: 4611 Johnson Road, Suite #6, Coconut Creek, FL 33073