Would love to be able to attach generic documents to emails for clients. Thanks.

Just like in the task description

Prompt user with Y/N when e-mail is sent in Outlook if they would like to post the e-mail to client card in Hubly . If e-mail isn't associated with contact, prompt to create new contact.

Hubly currently only pulls primary email. This can lead to issues with Zaps when a client uses a different email to book their meeting. If we had all the emails in client card, it would be super helpful.

We would like to be able to attach an email from a client to the Client Card so we can reference it later. Some email clients provide a unique link to email threads but Outlook does not give us this ability.

If I have an ampersand "&" in my email template, everything after it disappears in my draft in gmail. This is relevant since there's an & in our company name!

In a client card within a workflow it would be nice if we could tailor the email template to each client that will carry over when the client is re-added to the same workflow at a later date. For example, if we need to request different information for each client within the same workflow process/step that occurs monthly/quarterly/annually.

Emails tracked in RedTail are not carried over to Hubly the same way "Notes" are. Would be helpful to be able to access emails from Hubly directly the way we can see information from "Notes."

I would love to have the option to add all the emails in the household to an email template set up in a workflow.

Allow for us to pull up all to and from emails in Hubly the same way we do in wealthbox, I find myself having to go back to WB to see when was the last time I emailed someone and refresh myself on the conversation.