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Contact Overview Menu: Email History

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): 

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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:

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Using the Actions menu to the left of each Email's Date and Time stamp here, you can view the message or download the original (which you can then open in your mail program):

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View Message - clicking this opens the message on a new page, 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:

  • Actions menu
  • Message Date/Time
  • Attachment column, with a number indicating attachments, if any are present
  • Subject line of email
  • From field, indicating email address from which the message was sent.

 

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). 

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