Email history
R
Rebecca Outterson
Email history should be based on the specific CLIENT's activity, not based on who is listed as a contact for that client. If I send a reminder to a business owner for a client where I am listed as a contact in their file, I do not want that client's email history to ALSO show other client activity with shared contacts (which is myself and my team because we are listed as contacts on all clients). This makes the email history look incredibly messy to review prior activity and messaging.
K
Karen Bertrand
Also, if we send/receive email from someone connected to the business (CPA, client's employee, etc) but who's not a Keeper user, we need to be able to have that email show up in the client's email history.