Last updated 23/01/2021
The Email dashboard contains a collection of tiles that display useful information and provide links to key actions. There is also a link to the Email Log on the top right of the dashboard. The Email log displays details about emails sent from Cin7.
To open the Email Dashboard:
There are four Dashboard tiles:
Displays the number of recent email sent from Cin7’s Sales Order, Quotes, and Purchase Order modules.
Displays the number of recent email sent from Cin7’s by type.
Display the number of emails sent today, and in the last seven days, from Sales Order, Quotes, and Purchase Order modules. Selecting View Emails Sent takes you to the Email Log listing all sent emails.
Displays the number of emails not delivered today, and in the last seven days, from Sales Order, Quotes, and Purchase Order modules. Selecting View Emails Not Delivered takes you to the Email Log listing all sent emails.
The Email Log page shows an overview of all emails sent from Sales Order, Purchase Order, and Quotes modules.
The filters at the top of the screen can be used to refine the list of emails visible in the List Page. You can use multiple filters at the same time to narrow the list further. By selecting Reset, all filters will be returned to their defaults.
Select a specific Status by which to filter the email list.
Select a specific Transaction Type by which to filter the email list.
Filter the list by date - there are a number of date types to choose from:
|Email Sent||The date the email was sent.|
|Status Updated||The date the sending status of the email was last updated.|
Entering text in this box will search by Sales Order Reference, Invoice Number, and Recipient Email.
The Email Log has the following fields:
|Order Reference||Unique reference associated with the transaction. Clicking on the Order Reference will take you to the Sales Order Module.|
|Invoice Number||Unique invoice number associated with the transaction. Selecting this displays a copy of the invoice.|
|Transaction Type||Shows the type of transaction for which the email was sent: Sales Order, Purchase Order, or Quote.|
|Recipient Email||Email-ID of the receiver.|
|Sent at||Time when the email was sent.|
|Subject||Selecting the Subject displays the content of the email sent.|
|Current Status||Latest Delivery status of the email.|
|Status Description||If the email is undelivered, this field states the reason why email delivery failed.|
|Last Status Update||The timestamp when the status of the email was last updated.|
|Viewed by Recipient||Displays if the recipient has opened the email or not.|
|View Status History||Pops up the list of status changes associated with sending of the email along with respective timestamps.|
To receive a daily update, you can select Receive Daily Updates by email at the bottom of the page. This email will be sent to the account owner.
The daily email will tell you the number of emails sent, broken down by transaction type, and also the number of unsuccessful deliveries.
The last 3 months of emails sent are stored in the Email Log.