There are a number of ways to check whether an email has been successfully sent, and can also set up email notifications if an email bounces.
You can view if an email has been sent to your client by going to the client details in the CRM.
In the web portal, go to CRM > All Contacts > select the Edit Arrow for the Contact. Select History in the tabs, and then in the Filters, select Type is Email. (Note: There are also options for Email Success and Email Fail in the Filters.
If an email is sent it will also show in the Timeline when you are in the Dashboard on the Web Portal. This reflects any action/s taken over a time period.
If an email communication has been sent out in relation to a job this will show under Communications in the job. Go to Jobs > Jobs List > Edit Arrow for the selected job > Communications. > Email / SMS. There will be a list of emails that were queued, and whether they were sent successfully or failed to send.
You are also able to view whether a submitted form has been emailed in the Submitted Form Email Log. To do this in your Web Portal, go to Forms > Submitted Forms > Select the Edit Arrow for the submitted form you want to see the email log for > Email Log.
The Forms email log is also visible in your Web Portal, by going to Settings cog > Email & SMS > Forms Email Log.
Or by going to Admin > Email Logs > Forms Email Log.
If you want to view CRM emails (email reminders sent for jobs, or invoice / quote emails), select the CRM Email Log tab.
