All emails should be visible from the client's general email folder.
complete
E
Emily Dale
Currently, emails that are pinned to a client project are not visible in the client's general email folder. Once the project is closed, the emails are no longer easily found. It would be helpful for the general email folder to have a section for completed projects, open projects, and pinned to client.
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Amanda Aparicio
updated the status to
complete
A
Anna Shea
Amanda Aparicio this doesn't seem complete. If the client is not on the email string, perhaps it is internal regarding the client, when I pin it to a project under that client name, It still does not show in the client email dashboard. All emails tagged to projects should show up in the client dashboard email space.
Amanda Aparicio
Anna Shea: Could you kindly verify that you have the filter selected to "Pinned to Open Projects" on the Emails tab? I tested on my end by pinning an email to a client (where the email address was not listed on the client profile at all), and the pinned email appeared once I swapped the filter.
If you're not seeing that behavior, please let me know, and I can loop in our support team!
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Kerrie Freeman
I agree - the client name should have all emails between us and the client. Otherwise it is impossible to find what emails have been sent or received, particularly when they have multiple open/closed projects.