Email history

Email history

By Email history, Tips and tricks

Whether it’s invoices, service offers, or purchase orders, you send a ton of emails from Collabox. But sometimes it is difficult to know if the communication has gone well. This is where email history comes into play! This feature allows you to see all emails sent from Collabox, but especially if they have arrived at 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 specify that the email history presents an overview of emails sent from the Collabox, therefore emails from ALL the employees. So choose carefully the people who will receive this privilege. Usually, the latter is reserved for business leaders.

Configuring Email History

Before you can enjoy email history, you need to turn it on first. To do this, access the configuration module by clicking on “Configuration” in the navigation bar at the top of the page.

Then click on “Employees” in the sidebar.

Select the employee who will be able to access the email history.

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”. If the latter does not appear in the options, please contact us for us to add this option to your account. 

Once the option is activated in your account, it is very easy to access the email history. From anywhere in the Collabox, you can click on “Email History” in the sidebar, under the “Tools” section.

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.

And There you go! So you see a history of the emails you sent from Collabox. These relate to service offers, purchase orders, invoices and all shipments made using Followmail.

E-mails – CRM module contact form

By Contacts, Email history, Your CRM

The contact record of the CRM module has both the email address of the contact, but also all the emails exchanged with him, both those received and sent.

How to access exchanged emails

To access the messages exchanged with a contact, first go to his personal file via the “Contacts” module.

Location of the "Contacts" module

Now open the “Sending” tab to find all your exchanges.

Locate the "Sent" tab to find the received and sent messages.

You will have all the messages received and sent, separated into two blocks to better find them!

In addition, all hyperlinks in the messages, such as websites or email addresses, are directly clickable.

Example of a clickable hyperlink at the end of an email.

Search tool

You have a search tool that allows you to :

  • Filter emails for a given period
  • Show only received or sent emails
  • Search by subject
Options available for filtering emails

Send an email from a message already received or sent

At any time, you can open a received or sent email and resend it easily by clicking directly on the email link. It’s very fast, but to do so you need to have your SMTP configured in Collabox.

With the Collabox Contacts module, managing your customers, partners, suppliers, colleagues and prospects by email is fast and efficient!

If you want to subscribe to this new feature, contact us.