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How To View the Client Conversation History for all staff assigned to a client

Product Success Team

August 29, 2024 20:57
Updated

1. Click on Clients

2. Select the client name to open the client card

3. The client card shows all staff assigned on the left side of the screen.

4. Click "View All" at the top right of the screen. The screen will refresh to show all conversation history as well as who sent which staff member sent an email.

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