You can review emails sending transactions or reports from within Manager by clicking the Emails button at the top of the window:
The resulting listing includes:
- A timestamp
- The sender
- The recipient(s) email address(es)
- Subject of the email
- Status
Example
The first two lines of Brilliant Industries’ Emails list are shown below:
In the server and cloud editions of Manager, a dropdown menu in the upper right corner filters by sender.
Example
Brilliant’s choices include only the users who have sent email:
Emails can only be viewed, not edited, because they have already been sent. When the View button for the email is clicked, the email can be reviewed. The display includes:
- Transaction or report sent
- Sender’s identity
- Recipients’ email addresses
- Date sent
- Body of any message included
- Button for PDF of transaction or report that was emailed
- Button(s) for any other attachment(s) sent with the email
Example
Brilliant Industries sends a credit note to Northwind Traders. The body of the email is a short note confirming a telephone conversation.
