TaxDome logo

Help Center

Sign Up Log In

Actions with email threads

This article covers actions you can perform on an individual email thread. To work with multiple email threads at once, see Work with email threads list .

Assign email threads

Email threads could be assigned to specific team members to manage client conversations more effectively. The assignee’s avatar displays in both the thread header and list for easy identification.

You can easily handle your assignments from the Communications section, by using Threads assigned to me section.

Learn how to assign and unassign a thread, or filter the thread list by assignee in the dedicated article .

note icon

Note

If a client emails one team member directly and that team member assigns the thread to a teammate, the teammate can view the thread but can’t reply to it unless the original recipient has Allow others to send from my email enabled in their settings.

Print email threads /messages

To print a copy of your email thread or a specific message, follow these steps:

  1. From the email list, choose the thread you want to print from Inbox or Sent.

  2. Click the print icon either near the thread, or near the message. Your browser will guide you through the next steps.

Delete email threads /messages

A thread or specific email from a client cannot be deleted—email sync mirrors the messages from your email inbox.

Was this article helpful?

Share

Link copied Share on linkedin Share on facebook