Summary

You can view email history in the Outgoing Email Log or from an owner's profile.

Steps

View the Outgoing Email Log

1. Go to Left-hand Navigation: Admin » Reports & More » History.
2. Select Outgoing Email Log. It lists all outgoing emails from your facility. You can filter the list.

   

   

View the Owner Communications Tab

1. Open the owner's profile.
2. Select the Communications tab. It lists outgoing and incoming messages, text messages, and call records.
3. Select a row to see the details.

   

From this tab you can also send SMS (with 2-Way texting on), send emails, create call records, and add the customer to marketing campaigns. See Owner Communications Tab.

View the Owner Email History

1. Open the owner's profile. Select their name anywhere in the app, or use the main Search box at the upper left.
2. On the Details tab, go to Owner Contact Info.
3. Select View History.

   

Related Articles

• System Email Feature Overview
• System-Wide Email Settings Guide Reference
• Customize Email Templates How-To