Client Portal
Communicating with your client
Email History
4min
You can see a list of all emails sent to a Client through Keeper by going to that client's close, clicking Client Portal, going to the Client Emails tab, and opening the Email History section.
This feature will only show emails sent on or after September 20, 2021.
All emails sent on July 14, 2022 or later now also support open tracking, so you can see whether your client has read your email.

Updated 03 Mar 2023
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