Summary

You can view communication history from an owner's profile or from the Outgoing Email Log. This article shows you each place to look.

Steps

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 Email History.

   

View the Campaigns on the Owner Details Tab

1. Open the owner's profile and select the Details tab.
2. Scroll to the bottom of the right column. It lists all campaigns the owner was sent or is a recipient of.

   

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.

   

   

Related Articles

• Email Marketing Campaigns Feature Overview
• Create a Marketing Campaign How-To
• Send a Marketing Campaign How-To