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Attaching email to more than 1 matter

  • 17 October 2023
  • 1 reply
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How do you attach an email received to two matters?

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Best answer by emily142 17 October 2023, 17:22

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Userlevel 4

Hey there! Thanks for posting in the Community! You can right click on the email and select Copy To, and this will save a copy of that email to another matter. At this time there is no way to have an email tagged to 2 different matters. If you’d like to submit a feature suggestion to request this functionality, please have at it! We love hearing from our firms. Our Product team reviews all feature suggestions that come in.

 

Thanks again for posting!

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