Hannah and the client-update emails — 2026-06-10

Teams 1:1, 12:44 to 1:14 PM ET, five messages. JT opened it; first contact in a while ("I had to scroll to the very bottom of my teams list to find your name").

Summary

• JT warned Hannah that Ryan had asked to put her on the confirmation emails generated when a client completes the client review form, so she would not be surprised by a burst of email; Ryan had already called her.
• Hannah asked whether to save the submissions anywhere besides the client file.
• JT: they are technically not annual client reviews, though clients will likely think they are; save them in Redtail, and JT can copy them to the compliance folder later if needed.
• JT sent a test after updating the code in the background; the emails come from the updates@notifications address and may land in junk until she allows the sender.
• Hannah: they are arriving, but Ryan has been forwarding them too, so they may double up.

Decisions

• JT: Hannah saves the submissions in Redtail only; compliance-folder filing stays with JT.

They asked me for

• Hannah Ferguson: where to save the submissions. Answered: Redtail.

I asked them for

• Hannah Ferguson: allow the updates@notifications sender if the emails hit junk. Status: they were arriving.

Concerns and frustrations raised

• Hannah Ferguson: duplicates, since Ryan forwards the same emails.

What they are focused on

• Hannah Ferguson: keeping Redtail current from the client responses for the Cook/Peters team.

Doable / not doable / needs a decision

• Redtail-only filing by Hannah → doable; JT keeps the compliance-folder step.

Action items

Mine

• Add Hannah to the notification workflow and send a test — done 2026-06-10

Theirs

• Hannah Ferguson: save each client-update submission in Redtail — ongoing

Suggestions for me

• Tell Ryan to stop forwarding once the direct emails are confirmed, or Hannah will file duplicates.
• Hannah's title is not on file; her signature or Derek's team page should settle it before the next contact.

Notable quotes

"Yep! he called me. Do you want me to save these anywhere besides the client file? thanks." — Hannah Ferguson "They're technically not annual client reviews but I think they'd probably think they are." — JT "Looks like they're coming through. Ryan has been forwarding them though. So idk if it will double up" — Hannah Ferguson