Email history

By 4 June, 2021 February 6th, 2023 Email history, Tips and tricks

Are you sending emails from Collabox? Whether it’s invoices, service offers or purchase orders, it’s sometimes difficult to know if the communication has reached its destination. Our email history allows you to see all the emails sent from Collabox, but more importantly, if they reached their destination.

Indeed, this tool allows you to see which messages have been delivered successfully, those pending and those which have failed. That’s not all. The history even gives you the reason why the message did not reach its destination.

It is important to note that the email history shows an overview of the emails sent from the Collabox, i.e. the emails of ALL employees. So choose carefully the people who will receive this privilege. Usually, the latter is reserved for business leaders.

Configuration of the functionality

Configuring Email History

Before you can enjoy email history, you need some basic configuration.

Here’s how:

1- access the configuration module by clicking on “Configuration” in the navigation bar at the top of the page.

2- Then click on “Employees” in the sidebar.

3- Select the employee who will have access to the email history.

4- Then click on the “Menus” tab.

Scroll down to the bottom of the page in the “Configuration” section and check the box for “Email history”.

Please contact us so that we can add this option to your account, if it does not appear in the options,

Access your email history

Click on “Email History” in the sidebar, under the “Tools” section anywhere in the Collabox,

Then select the desired period to get your history. Note that if the function was not activated, no history was saved. You will have to wait to send new emails so that Collabox can follow up.

So you see a history of the emails you sent from Collabox. These relate to quotes, purchase orders, invoices and all shipments made using Followmail.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue using the Collabox!

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274 ext. 120