email sent/received logging
Need to be able to see history of emails sent and received on jobs without scrolling through the notes-very cumbersome....
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Mike Lane
shared this idea
To see this on a per-job or per-contact basis, go to the Activity tab and use the dropdown to select “Email” to see just the email correspondences from that job.
To do it on a system-wide basis covering all of your jobs, you can create an Activity report in the Reports section and filter it by “Activity Type: Email” and that’ll get you a list of all emails sent and received on your jobs.