The emails list can be found in the the left-hand menu of CRM under “Communications” and then “Emails”. This list shows all emails received into and also sent from CRM.
On occasion, clients will send an email that is not a reply to the one that was sent containing the ‘thread’ and the CRM will not know where to allocate it. Looking here first for a ‘lost’ email is important.
A notification that an email was received would have been sent to the arranger allocated to the file.
To allocate an email received so it sits under the client email list – simply click on the email, at the top right there is a drop-down picker where you can select the client. This moves the email into the list within the client view.