family email history
We would love to see the option to select family email under the email history like we can under notes and accounts. That way we can see all contact for both spouses.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Lyndsey Pare commented
So so agree. We look at our clients as a family. When I am doing a review I would like to be able to see emails both clients sent in one place sure I don't have to keep clicking back and forth to make sure I didn't miss something. I can' think of a reason I would just want to look through emails from one spouse and if I did I could just turn the "family emails" off like you can in notes.