Link Emails to various contacts
I need the ability to link an outgoing email to multiple contacts and/or opportunities and accounts. I am often emailing an insurance company regarding a client's policy (account). The email doesn't connect to the client because the email is not being sent to them, but it may involve that contact, account or opportunity and need to be recorded in those places.
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!