Create sent email history records for client communications
Create sent email history records for client communications
Your sent client emails aren't in a central audit log, causing follow-up gaps and compliance friction. Capture them as history records so compliance can verify communications same day.
Overview
When outbound client emails live only in inboxes, audits and follow-ups become manual and error-prone. This flow captures every sent message into your structured client records so compliance and coordinators can verify communications the same day.