Feature Request: Centralized LP Communications Timeline

Problem:
As a fund manager, I need to track all communications sent to my Limited Partners over time. Currently, I have to check individual LP contact records or search through my Gmail to piece together what I've communicated and when. This makes it difficult to:
- Quickly reference what I've told LPs previously
- Ensure consistent messaging across updates
- Maintain a clear audit trail of fund communications
- Prepare for LP calls or meetings

Requested Feature:
A centralized "LP Communications" view or timeline that shows all emails sent to LPs in one place, with:
- Date sent
- Subject line
- Recipients (individual or bulk)
- Ability to click through to see full email content
- Filter by date range, recipient, or type of communication
- Search functionality

Use Case Example:
Before sending a quarterly update, I want to quickly review what I said in my last 2-3 LP communications to ensure consistency and avoid repeating myself. Or before an LP call, I want to see our complete communication history at a glance.

Current Workaround:
Manually searching Gmail sent folder or checking individual LP records one by one.

Thanks!!!
Top replies
@Woody Butler This is the demo that I created for you. @Ron Ondechek Jr We created this mockup of a smarter pipeline when it comes to email, showing you recent history right there: https://decile-pipeline.replit.app/ The 5d and 2d markers in the mockup show email activity.
1 reply
Wednesday, January 28, 2026

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