Journaling refers to the ability to record all communications from one location to another. This is generally required by most Broker-Dealers if an outside provider hosts your email. There are two types of journaling:
This type of journaling sends a copy of the email as you would see it in a mail client.
This type of journaling sends a copy of the email as a .eml attachment, but the CRM un-envelopes the attachment for you.
For users hosting with Redtail that are wanting to journal to a third party, Redtail's default journaling is in a non-enveloped format. This format can be changed to enveloped upon request.