How to view all outbound customer communications?
Navigation: Customers --> Customer Details --> View Customer Outbound Logs
With our new
update now, the users can view the customer outbound logs under the customer's
module. This helps to track the customer's email and SMS logs.
1. Select
the "Customers" module
from the left panel and select the customer you want to view the email / SMS
history.
2.
Select
the "Thunderbolt" icon to view the customer outbound logs.
3. Under recent outbound logs, you can select "Click
to choose date range" for which you want to view the outbound
logs and select "View Email Body."
4. The "View Email Body" option
helps you check the user's Email log. In the same way, SMS can also be
viewed.
Note: Customer's Quotes and Invoice details and the "Quotes
and Invoices" log can be viewed, but this log will have information about
only the Quotes or Invoices.
The business may want to know
about the history of the Customer's email or SMS logs to revisit any old jobs
or maintenance, and this is made easy with our new update.