Track communication with client

[joe_appcoll]

Is there a way to keep a history of the communications I have with my clients?

[admin]

https://support.appcoll.com/matters/email-conversations-tab?from_search=86965089

Available for AppColl PM Plus, the Conversations Tab allows another view for the emails that are sent into AppColl for a particular matter. Now when an email comes to a Matter's Intake email, AppColl will display the message on the Conversations Tab in a similar way as your email inbox. With this feature, you can easily download attachments, view, and reply to messages sent to the Intake address for that matter.