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Ability to link emails to cases

Where an email from a client was relevant to a case we were working on, it would be very useful to have a quick way to link that email to the case.

For example, if a client emails us regarding their pension transfer, for audit purposes it would be neat to have a selection box within the saved email to link it to the pension transfer case, and a section within the case to show linked emails, just in case it became relevant later.

At the moment, it’s easy to lose relevant emails amongst the sea of other client emails that are sent over time.

Area of the system

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