CRM

wearecrunch
Participant

Finding an old e-mail

Hi,

 

Isn't it possible to search through old e-mail subjects within a contact or a company?

 

This would be great as I send a lot of e-mails, and sometimes I can't remember what I wrote to the client a few months earlier. 

 

Thank you

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1 Réponse
PamCotton
Gestionnaire de communauté
Gestionnaire de communauté

Finding an old e-mail

Hi @wearecrunch 

 

Currently it is not possible to search for old e-mail subjects within a contact or a company.

A possible way you can find the emails is filtering in contacts/companies for emails so it will show every email sent in the contact. You can filter out all the other filters so it only displays emails this way will be easier to identify the email you are searching for and with that you can in your keyboard select  Command-F to find the emails by subject.

 

Screen Shot 2020-04-24 at 3.48.01 PM.png

I hope this helps,

 

Stay safe, 

 

Kindly,

 

Pam

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