Using the Activity Log to view sent emails

Topic

Tradify's History feature is designed to help you keep track of your customer communications in one central place. 

Accessing the Activity Log

To begin using the Tradify history feature, you need to access the activity log in Tradify. Here's how:

1. Navigate to the relevant section, such as Jobs, Quotes, Invoices, or Forms.
2. Open the specific job, quote, invoice, or form that you need to view the email history for.
3. Scroll to the bottom of the page to see the Activity Log and find the email event you want to review.

Viewing Sent Emails

Viewing the emails sent to your customers is easy and can be done as follows:

1. In the activity log, locate the email event, such as "Invoice email sent," "Quote email sent," "Job email sent," or "Form email sent."
   
   
    
2. Click on the event details to open a pop-up window displaying an exact copy of the sent email.
   
   
    
3. Any attachments are below the email and can be downloaded from this preview by clicking on the file. 

Note: The PDF attached to a sent email shows the document as it was when sent. If the invoice or quote has since changed, opening it in Tradify or using the email link will show the latest version. To view the original version, download the PDF from the email in the activity log. If the email was sent using the Link Only delivery method, no PDF was attached, so only the email itself can be viewed.

Additional Information

For more on document historys, see here: Tradify's History Feature for Forms, Invoices and Quotes