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Emails sent to customers

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Posted on by 65

I came across but now i can not find , how do you see what emails  i have sent a customer ie email invoices/credits. Im pretty sure i saw something that shows what emails have been sent to the customer but i cant find it now

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    Shawnsauve Profile Picture
    Shawnsauve 1,089 on at
    RE: Emails sent to customers

    It's possible that the email tracking feature was available in the software or service you were using. However, without knowing which specific software or service you were using, it's difficult to provide a precise answer.

    In general, most email programs or services offer some form of tracking for sent emails. You can typically find this information by looking at the "Sent" or "Outbox" folder in your email program or service, and reviewing the details of the messages you've sent. Depending on the program or service, you may be able to see whether the message was delivered, opened, or clicked on.

    If you are using an invoicing or accounting software, it's possible that the software has its own email tracking feature that allows you to see which emails were sent to your customers. You may need to consult the software's documentation or contact their support team for assistance in locating this feature.

  • port otago Profile Picture
    port otago 65 on at
    RE: Emails sent to customers

    thank you great answers

  • port otago Profile Picture
    port otago 65 on at
    RE: Emails sent to customers

    thank you 

    that was a great answer

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    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: Emails sent to customers

    Unfortunately, Save Views is only available for List Page, this page is a Worksheet, so it cannot be used.

    pastedimage1681779227750v1.png

    pastedimage1681779236486v2.png

    https://learn.microsoft.com/en-us/dynamics365/business-central/ui-views-faq#on-which-page-types-can-i-use-list-views-

    pastedimage1681779304108v3.png

    Hope this helps.

    Thanks.

    ZHU

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    port otago Profile Picture
    port otago 65 on at
    RE: Emails sent to customers

    thank you 

    are you able to filter by "sender" and then save so that a user can quickly look at only emails sent by themselves?

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    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: Emails sent to customers

    Hi, please check Sent Emails page.

    pastedimage1681775463168v1.png

    pastedimage1681775469138v2.png

    pastedimage1681775473935v3.png

    PS: User email policies (Who can read email sent from Business Central)
    https://yzhums.com/24750/

    Hope this helps.

    Thanks.

    ZHU

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