Jonathan Pauwels
Articles
-
Does the system track "Structured Communications" for payments?
Yes. If you view the details of an Invoice email, the message body will display the specific Structured Communication code (e.g., +++976/4030/98726+++) that was provided to the client for their ban...
-
How do I verify if an email was successfully delivered?
Check the "Status" column in the main list or the "Email Details" header in view mode. A green "Sent" status indicates the email has been successfully dispatched from the platform.
-
What do the different "Types" mean in the list?
The "Type" column identifies the nature of the document attached to the email. Common types include "Invoice" and "Quote".
-
What information is included in the Email Details view?
The detailed view is divided into three sections:Email Details: Shows the delivery status (e.g., Sent), the recipient's email, the date/time it was sent, and the document type (Invoice or Quote).Su...
-
How do I see the content of a sent email?
Find the email in the list, click the three dots (...) under the "Actions" column, and select "Details". This will open the "Email Item (View mode)."
-
How do I know which filters are currently applied?
Applied filters appear as tags in the "Active filters" bar just above the email list. You can clear a specific filter by clicking the "x" on the tag.
-
Can I view emails sent during a specific timeframe?
Yes. Click the "Filters" button. Under the "Period" section, you can select from Last year, This month, or set a Custom period.
-
How do I find an email sent to a specific client?
You can use the search bar at the top right of the table to search by recipient email address or subject line. Additionally, you can click the "Filters" button to search for a specific recipient na...
-
Where can I find the email history?
You can access it by clicking on the "Emails" tab in the left-hand navigation sidebar.
-
What is the purpose of the Emails module?
This module acts as a complete log and history of all professional communications (such as invoices and quotes) sent directly from the platform to your clients.