Through our new communications update, you can access email communication through the client record. In this guide you will learn how to:
Here are the steps to go directly to a client's record through the inbox:
Navigate to an email from the client whose record you wish to access
At the top right corner select Go to client record
Here are the steps to view all communications with a specific client through their client record:
Navigate to the client record page
Navigate to the client record you wish to access
Select the inbox tab
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.