Email History Log
Question asked by Linda Delport 11 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?
Sales > Emails > Settings might be of some help too, it contains the option to receive a summary of all emails being sent.
Best answer
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!
Great idea too, Kevin. Thanks!
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
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.
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.
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.
Hi Ben,
There has been a navigation change since then. Now, you can see the list of sent emails in Contacts> Emails> All emails
I can't seem to find this anymore? Is it still on the site somewhere?
Thanks both for your help. Really appreciated.
You must 