Work with email threads

Email threads automatically organize client correspondence by topic, keeping your inbox organized and conversations easy to follow. You can search, print, and assign threads to specific team members to ensure efficient communication management

View email threads

Correspondence with the client is collected in Clients > Accounts > Communication > Emails. Within this section, you have two viewing options:

• My mailbox - Shows only email threads from your personally synchronized email account
• All mailboxes - Shows email threads from all team members’ synchronized email accounts combined. If one or more addresses are not synced or can’t be found, you will be advised to check team settings.

This allows you to either focus on your own communications or see the complete picture of all team interactions with that client.

Assign email threads (Beta)

Email threads could be assigned to specific team members to manage client conversations more effectively. The assignee’s avatar displays in both the thread header and list for easy identification.

You can easily handle your assignments from the Communications section, by using Threads assigned to me section.

Learn how to assign and unassign a thread, or filter the thread list by assignee in the dedicated article .

Search for the email thread

You can search for an email thread or a specific message. To do this, type a keyword into the search field, then click Enter on your keyboard.

To clear the search field, click x.

View system emails

Under the System emails in the Emails section, you can find all system-generated emails sent to the client. These are automatic messages we send when your firm requests actions from the client or when you set reminders about pending actions. You can learn more about system-generated emails in the dedicated article .

We display only the main information about each message, without its full text. If you want to see the exact content of the sent system emails, you can enable the option to receive copies of system messages .

Print email threads /messages

To print a copy of your email thread or a specific message, follow these steps:

1. Go to Clients > Accounts > Communication > Emails.

2. Choose the thread you want to print from Inbox or Sent.

3. Click the printer icon either near the thread, or near the message. Your browser will guide you through the next steps.

Delete email threads /messages

You can’t delete a thread or specific email from a client. That’s not possible, as the email sync mirrors the emails from your email inbox.