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Email

Activity Log

Each entity has a right-sidebar activity panel of manual notes and auto-created email entries.

Each entity has a right-sidebar activity panel:

  • Manual entries — free-text notes with optional colour tags.
  • Email entries — auto-created on send or receive with the Email tag.
  • Expand / collapse — email entries can be toggled individually; the default (expanded or collapsed) is set in Settings → Email Display.
  • Tag filter — filter entries by tag colour.
  • Auto-refresh — the panel updates on new email without a page reload.

Where emails are logged

Emails are written to activity logs in two places:

  1. Client activity log — every sent and received email involving a client appears here (full conversation history).
  2. Entity activity log (deal / project / task / asset) — the email sent from that view appears here, and any replies to it also land here (threaded via In-Reply-To).