RB User Guide > Tools > Email Log

Viewing email logs

RB9 only

RB9 automatically maintains a log of most emails sent through the system. You can view lists of emails sent and look up details about each email sent. The email logs are your paper trail of correspondence sent from RB9 and cannot be edited.

1. Tools > Email Log
2. In the Search By pane of the Email Log window:

• Email Type

  Defaults to Assignment Cancellation. Select the category of email you want to view in the drop-down.

• Recipient Email

  To view emails associated with one email address only, click >

  • Contact – See Looking up contacts.
  • Resource – See Looking up resources.

• Sent Date From/Sent Date To

  Click in these fields to enter a date or date range (see Date Navigator).

• Job No.

  Restrict the search to a single job by entering its job number.

• Invoice No.

  Restrict the search to a single invoice by entering its invoice number.

3. Click . RB9 displays all of the log entries that match the search criteria.
4. To view the sent email’s details, click its hyperlinked Log No.

NOTE: Not all emails are logged by RB9

The only emails that are included in the Email Log are:

• Assignment Cancellation
• Assignment Notification
• Collection Letter
• Future Calendar
• Invoice
• Job Cancellation
• Job Confirmation
• Letter to Contact
• Letter to Witness
• Letter to Other
• Overdue Tasks Report
• Repository Notification
• Resource Pay Statement
• Statement
• Transcript Package Notification

IMPORTANT: Attachments are saved along with emails

When RB9 saves emails in the Email Log, all attachment files are stored as well and add to your repository size. This could result in addition repository storage charges. In System Preferences > Tools > Email Log, select the email types you consider necessary to maintain a record of and how long you want them stored in the system.

Reference

• Date Navigator
• System Preferences > Tools > Email Log

Step-by-step instructions

• Looking up contacts
• Looking up resources