Pin email to client
Amanda Aparicio
I'd love to be able to pin an email to a client and not have to specify a project. That way the email shows up under the general client emails tab and you don't have to find the project again to find the email.
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Autopilot
Merged in a post:
Emails that are pinned to the client Dashboard
l
lenora corbin
how do you get notifications that an email has come in ( AI has pinned to the client Dashboard)
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Jason Comin
I'm painfully trying to figure out a workaround for this right now! We get emails from advisors, bankers and others that need to be connected to a client all the time.
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Hope Witham
This would be a great feature for our firm as well. When an email is received from an email address that is not associated with a specific client, there is no way to link it to the client without adding the address to the client profile or creating a project. This is not always convenient. The email address is often not one that is associated solely with that client and the email itself is not always project specific. For example, we have many clients that share the same financial advisors that we receive emails from. It would be great to be able to pin these emails to the clients when we receive them without having to pin them directly to a project as the emails do not always align directly with a certain project.
Autopilot
Merged in a post:
Email Pinning
A
Amber Wheeler
It would be helpful to be able to pin a one off email from an unassociated email address to a client and not just a job.
For Example: I have several clients that use the same CPA and would like to pin the emails relating to that one client to that specific client instead of having that CPA associated with all the clients we work with. These emails would not necessarily need to produce an additional job or relate to one specific job.
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Lisa Jones
We would like this too. We receive emails often after project is closed or before a project is open.
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Tori King
Yes, please ~
Amanda Aparicio
updated the status to
open
S
Simon Greenwood
This is a surprisingly frequent occurrence. Sometimes an email is forwarded by someone other than the client and should be attached to the client but it is not picked up by the integration and forcing to pin to a project if there isn't one eliminates the ability to keep that record of communication
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Aileen Gilpin
or it would be nice to pin it to the client Note section
Amanda Aparicio
updated the status to
in progress
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