From here you can search for any email across subject, sender, recipients, text or attachment files.

Use keywords to narrow your list of emails. As an example, type the contact name, the month the email was sent or other keywords that might be within the body of the email. Use as many keywords as you like to narrow your search.

If a search term containing more than one keyword does not produce any results, the same search query will be re-run with all keywords optional. You will then see results that contain at least one, but maybe not all, of the keywords.

You can further narrow your list of emails by choosing:

  • Who was involved in the email

  • Excluding emails with comments

  • Excluding Client Task Emails

  • Determining if you want to see emails with specific attachments, or none.

  • Giving a date range of when the email was sent out

Clicking on an email will open it in a new tab of your browser.

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