Raw source

Date: 2026-06-10
Title: Teams 1:1, JT and Hannah Ferguson, 12:44 to 1:14 PM ET (five messages)
Source: teams:///chats/19%3A1fa1d6af-4c47-4789-a7a9-b3d1d56ca309_877ddc20-8e15-4191-9823-2484db543353%40unq.gbl.spaces/messages (ids 1781109866729 to 1781111689177)
What this is: chat messages as read through the Microsoft 365 connector, HTML stripped to text, in order sent. Times are ET.

[12:44 PM] Jeffrey Thomas: Hannah Montana. I had to scroll to the very bottom of my teams list to find your name. Been a while, hopefully things are going well.

Ryan asked me to include you on email confirmations that are being generated after clients complete a client review form he sent out. I think he said he was going to call you about helping update Redtail or something. I wanted to give you a quick heads up so you didn't just start getting blasted with emails out of nowhere. Talk to you soon.
[12:47 PM] Hannah Ferguson: Yep! he called me. Do you want me to save these anywhere besides the client file? thanks.
[12:48 PM] Jeffrey Thomas: that's actually a good question. They're technically not annual client reviews but I think they'd probably think they are. No that's okay. Just save them in Redtail and if I need to save them in the compliance folder, I can do that later. Thanks anyway
[1:13 PM] Jeffrey Thomas: I sent a test just to make sure it works. I did update the code in the background but it went through. Emails come from updates@notifications.triumphcapitalmanagement.com. I know that whenever I first set it up for myself, it was hitting my junk folder for some reason so it might hit your junk folder until you green light that address.
[1:14 PM] Hannah Ferguson: Looks like they're coming through. Ryan has been forwarding them though. So idk if it will double up