It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, fo
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, for example, and that POA email is not on the client record, that email will never post. And there's really no way for us to know unless we verify a client's e-mail every single time we receive one.
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