View Client Correspondence History

1. Open the Client record.

  1. Open the Client record.
  2. Open the View menu at the bottom of the window.
  3. Select Correspondence from the list. This will open a list view of all Correspondence items for that Client.

2. Narrow your search (optional)

In this list you will see all Correspondence items for the particular Client. If you wish, you can narrow down your search to specific Correspondence items. In this example I've used the Filter by menu to display only Email items.