Miller Jones
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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.
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Miller Jones
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Agreed - we are trying to move to RT from Goldmine. In Goldmine - even if the to/from email is attached to a client you are able to attach the email to a different contact. A good example of this is email that is to or from other professionals that we communicate with on behalf of clients. This could include a TPA (that services more than one of our client's qualified plan) or insurance companies that send proposals for a client. When dealing with insurance it is typical to obtain at least 3 (usually more) proposals from different providers. Part of our compliance requirements is to keep records on the different products that we considered. Having the emails to/from the insurance providers that are attached to the client's record (wether or not the client was included in the email) is very helpful in keeping track of what happened durring that process.