Emailing from a client record

Every client's page has an Email Threads tab, with a count of the conversations you have had with them. It is the same mailbox as the shared inbox, scoped to one client. A reply sent here and a reply sent from the inbox land in the same thread, so use whichever is closer to hand.

Composing and replying happen in a slide-over panel on top of the client's page, so their details stay in view while you write.

1. Open the client and click Compose Email at the top of the page.
2. Pick the recipient under Send To. It defaults to the client's primary contact.
3. Enter a Subject and write your Message. Use the toolbar to format it: bold, italic, underline, lists, links, and quotes.
4. Click Send email. OneTool adds a greeting and your signature around what you wrote.

1. Open the Email Threads tab and click a conversation to open it.
2. Type your reply in the message box. Replies do not need a subject.
3. Click Send reply, or press Cmd+Enter (Ctrl+Enter on Windows).

Each email you send shows a delivery status under the message: sent, delivered, opened, or bounced. It is an easy way to tell whether a quiet client ever saw your note.

When a client emails you a photo or document, the file appears on their message in this tab, with its name, its size, and a download button. This is the place to look for anything a client sends you.