On the main Summary tab of each client file, there is a Client Activity summary. This will give you a clear record of all Appointments, Notes, Communications, Tasks, Enquiries, Inspections, Offers and Contracts logged against the client in chronological order.
If however you wish to view the content of any particular email or sms sent to this client, you will need to;
Search/select the relevant client from the Clients section of LockedOn
Move to the History tab
You will automatically be taken to the Email history for this client which will show a full list of all emails sent to them, including a time stamp, subject and delivery details.
To view the content of any given email, click the View button to the right of the subject title.
If the email had any attachments, you can view them by
Clicking on the downward arrow to the right of the view button
Select each attachment separately
Previous SMS
To view past sms, simply move to the sms tab of the History section.
Drafts
You may also view and resume previously saved draft emails by moving to the drafts tab of the History section.
