Your contact's Overview screen contains an Email History section for the contact (if Redtail hosts your email). Below is an example of this section:
You have two right-click options for any messages present here:
- Download Original Message - clicking this will open up the actual email message, providing you access to attachments (if any) as well as allowing you to Reply to or Forward the message.
- View Message - clicking this opens the message in a popup Email Message Viewer, where you can also download any attachments if need be. Double-clicking an email message's row or single-clicking its subject line also opens it in the popup Email Message Viewer.
For each Email message in this section, you will see:
- Message Date/Time:
- Attachment column, with icon indicating an attachment if one present:
- Subject line of Message:
- From field, indicating email address from which the Email was sent:
Beneath your Email History display, you'll see the below:
This bar will allow you to move between the pages of Email History for a particular contact as well as displaying the total number of archived emails for the record.