When you link your email to a debtor and click on afterwards, the email will be moved automatically to the page of the debtor.
Find emails by looking them up through the search bar:
OR
- Go to
Clients
- Navigate to the debtor to which you've linked your email.
- You will find all linked emails by clicking on 'Messages' in the left menu.
Note: When an email is moved to the debtor's 'Messages' section, it will no longer be visible in the main
Messages tab.
