Attaching an email to a client record (without the client email address included)
The ability to attach an email to a client record (for which the client is not part of the thread) would be extremely helpful, instead of copying and pasting into notes.
Darren Evans
shared this idea
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!
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Helene Rude
commented
Hi, I called in about this same topic today. To add some background as to why we're looking for this: we put our COIs into Redtail. Often we're emailing with a COI about a client, but the client isn't on CC or BCC because it's a background discussion. It would be enormously helpful to be able to tag the email that's stored with the COI to the subject client so that when you're looking through the client's history you will see the emails you sent on their behalf.