Client emails
The full email history with one client account, plus a composer for new messages. Sort, filter sent vs. received, and pick a saved template to pre-fill subject and body.
The Emails tab on a client profile gathers every email exchanged with this client account. Threads sit on the left; the selected one opens on the right.
The layout
Three controls at the top:
- New email — opens the composer.
- Filter — two checkboxes: Show sent and Show received.
- Sort — newest first or oldest first.
Two columns below: thread list on the left, viewer on the right. The newest email is automatically selected on open.
Composing a new email
Click New email. A compose panel opens.
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Pick a template (optional)
If your team has saved client templates, pick one. Subject and body fill in automatically. Merge tags (like the client name or contact name) are replaced when you send.
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Edit subject and body
Both are rich-text — formatting, links, images all work.
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Attach files (optional)
Drag in files from your computer, or pick from the client’s Files tab.
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Send
The email goes out through your email integration and appears in the thread list immediately.
Reading and replying
Click any thread on the left to read it on the right — full body, sender, recipient, date, attachments. Replies are picked up automatically when your email integration is connected — no manual refresh needed.
Who can do what
What you want to do
What you need
Read the email history
Access to the client
Send a new email
Access to the client + an email integration on your profile
Tips
- Use client-specific templates. A template that uses {clientName} automatically personalises each send.
- Filter sent-only to review your outreach. When prepping for a quarterly check-in call, switching to sent-only helps you remember what you’ve already covered.
- Pair emails with comments. When you send something significant — a contract draft, a pricing proposal — drop a quick internal comment with the date and what you sent. Future you will thank you.