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 2). Use the search box to find the specific email you are looking for. You may use the document number or email address to search through the records.
Figure 1
Figure 2
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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 ...
The Warehouse Transfers feature enables inventory users to track and record item transfers between locations. The Multi-location feature must be enabled to utilize Warehouse Transfers. Viewing the List of Warehouse Transfer To view the list of ...
You can easily verify whether a Purchase Order (PO) has been emailed in CustomBooks™ using the Purchase Order List View or by checking the Email Logs. This process is also applicable to other documents such as Sales Orders (SO), Invoices, Cash ...
We do not store the message content of emails we send, we simply send them on their merry way for the most part. As a result, there is not a way to view the content of emails you have already sent. We do maintain a log of dates/times and statuses of ...
Need to export your customers' and vendors' email addresses? CustomBooks™ makes it easy with the Universal Report feature. Follow the steps below to generate and export a report containing your customers' email addresses and other relevant ...