How to Access Sent Communications

Reviewing Sent Emails and Texts by Date or Customer

Natalia avatar
Written by Natalia
Updated over a week ago

See Today's Emails & Texts

If you want to review the emails and text messages you've sent on a particular day, just follow these straightforward steps:

  1. Open your Calendar View: Locate your calendar within the application.

  2. Click on 'Action': You'll find this button at the top right of your calendar view.

  3. Choose 'Today’s Emails/Texts': This option will reveal your communication history for the day.

After selecting the date, you'll notice various icons next to each communication:

  • Green Checkmarks: Indicates successful sending.

  • Blue Eyes: Suggests the customer has opened the email. Note that text messages cannot be tracked in the same way.

  • Yellow Clock: The message is scheduled for a future send-out.

  • Pink Hand: Indicates manual sending.

  • Red Exclamation Marks: Symbolizes an error in the sending process. Hover over the icon for more information.

If you encounter errors, don't hesitate to reach out to customer support for further assistance.


Accessing Communication Logs via the Emails and Texts section in Appointments

If you prefer, there's another way to access this valuable information:

  1. Select an Appointment: Simply click on an appointment within any calendar view.

  2. Scroll down to the 'Emails and Texts' section: This section contains all the communication logs related to that specific appointment.

Note: 'On My Way' (OMW) notifications will be visible in the Notification bell located at the top-right corner of your screen.


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