As a CSM, I want an easy way to copy internal email about a client into client record
There is internal email communication about a Client that is pertinent to managing the Client relationship (most likely to happen with internal emails were we are talking about how to approach a Client). Right now, there is no way to show this type of activity/engagement other than to input it as a note in the "Engagements." This is very cumbersome as I have to write the email in my email client, send it & then copy it (& any response) into CS. I wish there was an email, unique to my instance of CS, that I could put in the
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