How Do I View Sent Emails?

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When viewing sent emails, you will have two options:

Option 1: View sent Group Emails which have been sent to multiple recipients.

Option 2: View the specific sent emails for an individual.

To view your sent Group Emails, follow the steps below:

Step 1: Hover over ‘Email’ and click ‘Sent Emails’.

Step 2: Once in ‘Sent Emails’, you will see all the previous Group Emails which have been sent out. You can search by a date range, by types of email or by a particular sender. When you have found the specific email you would like to view, click ‘View Report’.

Step 3: Once the screen has loaded you will be displayed with a bar chart depicting the statistics of the email along with numerical values in a table underneath. To view the sent email, you will need to click the number in the ‘Sent’ column.

Step 4: This will bring back the list of people the Group Email was sent to. To see a copy of the email that was sent, click on the contacts name.

Step 5: Once you have clicked on the contact’s name a copy of the email you sent will display. From here, you can also resend the email and/or print it.

Step 6: When you have finished viewing the copy of the sent email, simply click the ‘x’ in the top left-hand corner.

Alternatively, to view the emails sent to a specific contact, follow the steps below:

Step 1: First, go to the contact record of the person whose sent emails you wish to view.

Step 2: Once in the contact’s record, hover over ‘Contact – Actions’ and click on ‘Email history’.

Step 3: From here, you will be able to view all the emails that have been sent to that specific contact. To view a specific email, click on the name of the email in question.

Step 4: Once you have clicked on the name of the email a copy of it will display. From here, you can also resend the email to the contact and/or print it.

Step 5: When you have finished viewing the copy of the sent email, simply click the ‘x’ in the top left-hand corner.

Once you have followed the steps above you will be able to successfully view any sent emails within the system.