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Follow a client’s email from the Mail tab in their record
A record’s Mail tab shows every email linked to the client, from every mailbox you can read. From an email, View Details opens the client’s record, or creates it.
Steps
1
Open the record and choose the Mail tab. The emails show from newest to oldest.
2
From the mailbox, open an email and press View Details. The client’s record shows beside it.
If it isn’t linked, Corteksa looks for a record with the other person’s address in the mailbox’s unit and links it, or offers to create a record.
How it works
Email you deleted still shows in the tab, marked Trash.
When you move the record to another unit, its email moves with it.
What you see follows the email Read level in your role.
If something goes wrong
What you see
Why
What to do
The tab is empty
The mailbox isn’t linked to the unit, or the address doesn’t match.
I can’t see my teammate’s emails in the record
Your level doesn’t cover their mailbox.
A real example
Shield Security Co.
The situation
A client emailed two different employees about the same contract.
What they did
- The manager opened the client’s record.
The result
He saw the emails from both mailboxes together, in order.
A made-up company, to show the idea. The numbers are rounded.
Good to know
The tab shows email only from the mailboxes you’re allowed to read.
Did this guide solve it?
If not, we’ll ask what was missing.