Has anyone worked out a practical way of keeping a plain text copy of any email sent via knack please? For example if we are working on Mr Smiths client file when and email is sent within knack from record rules and copy of the email text is also pushed to a new note (note being an object) connected to Mr Smith’s file. Just need a simple way to keep the communication history all in one please.
Now because it’s a field, you can update any record with that field—you write a Record Rule that updates this record or updates a connected record with the Email Body field.
