Today — Emails

When logging into your database, the default login page is your Today page (which is otherwise accessible from your Left Menu Bar): 


From your Today page, you'll see a menu running along the top of your screen that allows you to easily access important data that's not on the main Today page:


Here, we'll take a look at what you'll see when clicking "Emails" from that menu (if you subscribe to Redtail's Email service): 


Along the top of this screen, you'll see some general stats about the Email domain you are currently viewing (the number of mailboxes, the number of messages, its total size and the date it was last archived).

Beneath these stats you'll see your Email Dashboard itself. For each email present here, you'll see its Subject Line, its number of attachments (if any), who the email was to, who it was from and the date and time it was sent.

If you click the menu icon to the left of an email, you'll see the below:


Clicking "View" will display the Email in a popup window. Note: clicking the Subject Line of an email here will allow you to view the email in the same manner.

Clicking "Download original" will download a copy of the email for you to open up and view.

You should also note that you have Filter and Search options on the top right corner 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 specific contacts. If you start typing a contact name in that box, you'll see options that match what you're typing from your database. You can then select your desired contact and 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.

Clicking the "search" button at the top of the page will take you to your Emails by Contact Report.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


Powered by Zendesk