Exporting Email History in Bulk Actions
Option to be able to export Email History in bulk actions.
Add an option to filter for category, status, etc, within the Email History Reports tab.
Everyone hop on board and let's help add major functionality to the Email History Report.
-We are currently using RedTail's email archive service.
-We want our Branch Manager/FA/Owner/RedTail Email Admin(all the same person) to be able to review all electronic 'CLIENT' correspondence for a specified date range for 'ALL CLIENTS'..not just 1 specific client. (ie. the last month) (or for an audit, the last full year).
-We can currently run an Email History Report for 'ALL EMAILS' that have been journaled to our archive domain. However, MAJOR FLAW, this report pulls all 'Internal Correspondence' and even Marketing/Junk mail that is sent to our work email address' associated with the archive.
-We're then left to sift through all of this mess just to review 'CLIENT' correspondence for that date range.
-We would LOVE to see some sort of bulk action report that will allow us to pull/export 'ALL CLIENT' email History into one file for 'ALL CLIENTS' for a specified date range. Without having to cut through all the fat.
-Let's vote and get this done! It will be extraordinarily beneficial for our branch and I can imagine for yours too!