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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.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the commentAnonymous commented
When you send a note to a team, it is important to know whether or not an advisor saw the note. Otherwise, we could just email them & copy the email into Redtail or vice versa. Please make it possible for us to see who the note was copied/sent to. Please make this possible!!!