Work with email threads

This article covers how to view, search, and filter your email threads. To perform actions on an individual thread, refer to Actions with email threads .

Email threads automatically organize client correspondence by topic, keeping your inbox organized and conversations easy to follow.

View email threads

You can view email threads in two ways:

• To view email threads with all clients you have access to, go to Communications > Emails. Here, threads are organized into two sections: Assigned to me shows email threads from all accounts assigned to you, and All accounts shows emails received from all client accounts you have access to.

• To view threads with a specific client, go to Clients > Accounts > Communication > Email. Here, My mailbox shows only email threads from your personally synchronized email account, and All mailboxes shows email threads from all team members’ synchronized email accounts combined.

The number of unread messages is indicated by a green circle next to the Communications section and the Communication tab inside the account. Email threads are sorted chronologically by the most recent response.

Search for the email thread

You can search for email threads or specific messages by keyword or phrase. Search looks through email subjects and message content to find relevant threads.

To search for an email thread:

1. Go to Clients > Accounts > Communication > Email for the specific client.

2. Type a keyword or phrase into the search field, then press Enter on your keyboard.

3. Review the search results, which display as a list of threads matching your criteria.

To clear the search field, click x.

Keep the following in mind when searching email threads:

• Search is available only on the client account page, not in the global Communications section.
• Search includes all email threads from the client that you have access to, across all connected firm mailboxes (Microsoft/Google), except IMAP.
• Search is not affected by the Assigned to filter, even if applied. All accessible threads are included in results.
• Assigned threads display the assignee’s avatar in search results for easy identification.
• When you open a thread from search results, its content loads from the email provider.

View system emails

You can find all system-generated emails sent to the client under the System emails in the Emails section of the client account. These are automatic messages we send when your firm requests actions from the client or when you set reminders about pending actions. You can learn more about system-generated emails in the dedicated article .

Note

The System emails list shows only the main information for each message, not its full text. To see the exact content of sent system emails, enable the option to receive copies of system messages .

Filter email threads

You can filter your email threads to show only the relevant ones. For example, filtering might allow you to quickly find all threads assigned to a specific team member. To filter a list:

1. Click Filter in the top-right corner of the email threads list.

2. Select Assigned to and choose one or more team members to see only threads assigned to them.

3. Click Apply.

Once you have applied filters, the list is narrowed accordingly. You can easily change the filters by adding or deleting any of them or clear all by clicking Reset. Here’s more on applying filters .

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