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Email History Log

Question asked by Linda Delport 6 years ago

Is there a way of seeing a record of when invoices and statements have been sent out to a customer via email directly from Clearbooks?

10 Replies

Sales > Emails > Settings might be of some help too, it contains the option to receive a summary of all emails being sent.

Hi Linda,

Yes, I believe you can see this. If you go to Sales > Emails you should have a list of emails sent out, to whom and the date sent all recorded. I hope this helps.

Many Thanks

Chris

Sales > Emails > Settings might be of some help too, it contains the option to receive a summary of all emails being sent.

Great idea too, Kevin. Thanks!

Thanks both for your help. Really appreciated.

I can't seem to find this anymore? Is it still on the site somewhere?

Hi Ben,

There has been a navigation change since then. Now, you can see the list of sent emails in Contacts> Emails> All emails

That's great. Thanks. It would be nice to get a link to a client's email history log from the client's overview page.

file

Thanks for the suggestion!

There is a way to see something like that. If you go to, for instance, Sales> Invoices> [select] Customer> Find You will see what has and has not been sent according to the colour of the envelope in the Status column.

file

Hi Aran. Thanks - yes I'd seen that but it was more for if I chase up a client and they say... "I haven't had an email from you". I want to be able to say "it was sent on 1st July at 1pm" if you see what I mean. The blue icon is a bit basic and doesn't give any useful information or if a reminder has been sent etc. The 'All Emails' is a good solution but just thought it would be nice to link to that page from the customer overview (with the customer filter pre-filled). Thanks.

Ah right, well I will put your suggestion for a link to sent emails in each contact, in with our customer requests for consideration.

No problem!

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