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New Emails Responded Emails Search for Emails By Contact

By default, conversations move from the Inbox of the relevant mailbox to the Archive folder of the same mailbox when you reply to or forward them. (You can access this setting in your Account Preferences.) In addition, a copy of every outgoing email is saved to the Sent folder of the relevant mailbox.

TIP: Message Icons

Looking for an email that came with an attachment, or the one where you wrote a Note? The icons to the left of each message in the list give you a quick preview of the conversation history or status.

Find new emails

  1. Click the Dashboard tab
  2. The Mailboxes area (on the left) shows the number of messages in the Inbox of each mailbox in your account
    1. Click the mailbox name to see the message list
  3. The My Mail area (in the middle) shows any messages assigned to you
    1. Click a message from the list to view the full conversation

Find responded emails

  1. Click the Inbox tab
  2. On the left-hand side, select the mailbox where the conversation took place (under "View conversations in")
  3. Click the Archive or Sent folder
  4. Click the column headers - From, To, Subject, or Date - to sort the message list
  5. Click the message from the list to view it

Find emails by searching

If you have too many emails for sort to work easily, or you don't know which mailbox the conversation is in, you can use the Search feature.

  1. Click the Dashboard tab
  2. Find the Saved Searches box on the top right
  3. Click New Search (at the top)
  4. Click the down arrow next to the first search criteria box at the top of the screen to see search options
    Click for example
  5. Subsequent fields will change as you choose criteria
    1. In criteria which display a list of checkboxes, click to select Assignees, Mailboxes, etc. You can select more than one box.
    2. In criteria which require typing (example: Body contains ___), put a space between words to search for ANY of them. Restrict search results to messages using ALL the terms by clicking the + button next to the typing field and entering another term (or put "quotes around a phrase").
  6. The message list will update as you enter criteria. It may take a moment to refresh the list.
  7. Click Add Additional Criteria (top left) to narrow your search further
  8. Press Enter to begin the search

Click the message name from the list to open it.

TIP: Save your search

You can save searches for future use. At the top of the Search screen, type a name in the Saved Search Name box, and click Save. You can check the box next to Shared to share your saved search with other account users.

Find emails by Contact

You can quickly see all conversations associated with a particular email address from the Contacts tab.

  1. Click the Contacts tab
  2. Sort the list, if necessary, by clicking the column headers, or filter it by clicking a Contact Tag (on the left hand side of the screen)
  3. Click to select a contact from the list
  4. Click Open Contact on the toolbar
  5. The left-hand pane shows any Contact Cards and Recent Activity for this contact
  6. The right-hand pane shows a list of all (undeleted) conversations involving this contact
  7. Click on any conversation to see a Preview
  8. From this screen, you can Reply, Forward, Move, Archive, or Assign the conversation, just as you can in the Inbox tab.

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