AppColl Logo
    • Register
    • Login
    • Search
    • Recent
    • Tags
    • Popular
    • Groups

    Track communication with client

    General
    2
    2
    31
    Loading More Posts
    • Oldest to Newest
    • Newest to Oldest
    • Most Votes
    Reply
    • Reply as topic
    Log in to reply
    This topic has been deleted. Only users with topic management privileges can see it.
    • J
      joe-appcoll.com last edited by

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

      1 Reply Last reply Reply Quote 0
      • admin
        admin last edited by

        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.

        1 Reply Last reply Reply Quote 0
        • 1 / 1
        • First post
          Last post

        0
        Online

        247
        Users

        217
        Topics

        523
        Posts