Ability to send broadcast email to both spouse in one email
Hi, we always send emails to both spouses when communicating with clients. We believe that you must include both spouses when it comes to finances. It would be great to be able to send our "schedule your next review" email through the broadcast system but have it sent to the spouses in one email instead of a separate email.
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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!