Configuring What You Will See in a User’s Email History
Note: Depending on how you asked us to configure your Enterprise, this will display the history of emails sent from the Enterprise level only or from the Enterprise level and Account level to a user.
Enterprise email options that we can set for you:
Enterprise can view Account email message records
Accounts can view Enterprise mail message records
IMPORTANT: Security Group administrators may or may not be able to see the emails sent by other Security Groups. You can also prevent a Limited Administrator from viewing the email history.
View Single Profile Emails
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
Click on the person’s name from the list that appears.
Click on the “Communications” tab
Click on the “Email History” sub-tab
Mouse over the Options icon to the left of the email
Click “View” to see the content details of an email
Note: Welcome Emails that are sent to an applicant, upon the completion of the application form (if enabled), can be viewed in the individual’s email history.
View All Emails
Go to Communicate, then click on “Email History” found in the sidebar under Email
If desired, select/enter filters and click the green [Filter] button
Mouse over the Options icon to the left of the date the email
Click “View” to see the contents of the email