CustomBooks™ Email Logs

CustomBooks™ Email Logs

In the CustomBooks™ Portal/Dashboard, you can easily monitor the status of all emails sent from your CustomBooks™ account by accessing the Email Logs. This feature helps you track the delivery and processing of emails to ensure smooth communication with your clients.

How to View Email Logs

  1. In the Client/Company List, locate the account of interest. Click the Email Logs button in the Actions column dashboard on the same line as the account.
  2. Ensure the Data Tab is in focus to proceed.
  3. Choose one or more statuses to display (see the section below for status descriptions).
  4. Select the date range for the emails you want to review.
  5. Click Search to view the email logs.





Status Descriptions

  1. Delivered - Email was successfully delivered to the recipient's inbox.
  2. Deferred - Email has been delayed for one of several reasons - most likely the number of emails sent to this domain in a given timeframe.   Some ISPs are more likely to deliver emails to spam folders when there is a large amount of emails coming in. Deferred just means - "It will be sent soon."
  3. Dropped - This email status occurs when the email address you are sending to is on one or more suppression lists - bounces, unsubscribes, spam reports and invalid emails.
  4. Bounced - Bounces happen when the email address isn't valid and exists on the bounce list.
  5. Processed - This is an intermediate status when the email is being made ready for delivery. It is usually followed by the final status Delivered, sometimes Deferred, Dropped or Bounced.


    • Related Articles

    • The CustomBooks™ Portal

      Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...

    • AccountingSuite™ Product Perks: July 2024 - Portal

      Your AccountingSuite™ Portal is more than just a place to access your accounts. Did you know that you can browse email logs, create new accounts, view information on Cloud Banking transactions, and view charts and graphs? We’ve packed a whole lot of ...

    • Logging in and out of CustomBooks™

      Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...

    • Viewing Email Logs

      We keep a history of all emails sent through CustomBooks™ and you have access of these historical records if you need them. On your dashboard, click Email Logs (see figure 1, on the far right) and then click the Data button in the middle (see figure ...

    • Why does the email I send from CustomBooks™ come from the email address user@custombooks.com?

      The Situation When documents are sent from CustomBooks™, the email address that you have entered into the Company Settings is used for both the From: and the Reply-To: addresses in the sent email. The exception to this rule is when an address with ...