When you access a contact record in Redtail, you'll notice new menu items in your Left Menu Bar underneath Contacts (these menu items only appear when within a contact record):
If you click the Email History option from this menu, and you subscribe to Redtail's Email solution, you'll see the Email History area for the Contact:
Using the Actions menu to the left of each Email's Subject here, you can view the message or download the original (which you can then open in your mail program):
View Message - clicking this opens the message on a new window, where you can also download any attachments if need be. Clicking an email message's subject line also opens it in the same way.
Download Original Message - clicking this will download the actual email message, providing you access to attachments (if any) as well as allowing you to Reply to or Forward the message.
For each Email message in the Email History, you will see:
- Subject line of email
- Attachment column, with a number indicating attachments, if any are present
- Who the message was sent To
- From field, indicating email address from which the message was sent.
- Message Date/Time
You'll also see Filter and Search options at the top right of this page:
Clicking "filter" will provide you with the below options:
The first filter option here allows you to change the domain you're viewing on your Email Dashboard. This would only be applicable if you have multiple email domains that are tied to your CRM. Below, I've clicked inside the "Domain" box:
When you see the email domain you want to view, select it here and then click "apply filters" at the bottom. Your page will refresh, now displaying data for your selected domain.
Within the Filter Options modal, you can also filter for Start and End Dates. Just click inside those boxes to select your dates and then click "apply filters".
You can also search for specific Subjects here. Just type your search word or phrase in the "Subject" box and click "apply filters" to return any matching emails for the contact.
Finally, the Search button above and to the right of your contact's Email History will take you to your Emails by Contact Report, where you can search the email history (either for that contact or for other contacts).