Home / Record types / Email
Email.
Email threads show who knew what, what it cost and what was decided. That context is hard to find anywhere else.
What tends to be useful
- Threads with customers and suppliers about quotes, orders, changes and problems
- Internal discussion where decisions were made
- Attachments that link back to jobs, orders or drawings
What usually stays out, or needs care
- Personal and HR email, payroll and anything about individuals’ health
- Client material you hold under confidentiality, unless the client agrees
- Payment details and passwords
Next
Accounts often close when bills stop. See company email and servers after closing. Don’t send files: describe what you have. How rights and personal data are handled is on trust and rights.
