Update fund task from incoming share-transfer request email
Update fund task from incoming share-transfer request email
Share-transfer emails arrive unlinked to fund tasks, leaving coordinators without wiring context. Linking conversations to fund tasks gives coordinators triage context and speeds wire processing.
Overview
Unlinked share-transfer emails force coordinators to hunt for fund task context, slowing wire processing and increasing manual work. This flow ties the conversation to the correct fund task (or posts a clear fallback note) so coordinators have triage-ready context and can process wires the same day.