Attaching an Email from Outlook to a Client Record (when client is not on the chain)
Redtail should have a feature/integration with Outlook to attach an email to a client record, when the client email address is not included on the chain. I understand email archiving can capture communication with the client, but there are instances where our team has emails related to the client and we should be able to save those without copy and pasting into a note.
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