Heather Trevis

Htrevis
Htrevis Registered User ✭
in SiteLink General Discussions
How do I access or create a report showing all emails sent within the system? 

Best Answers

  • storable_support
    storable_support Registered User, Registered Moderator, Community Manager ✭✭✭✭✭
    Answer ✓
    @Htrevis, While SiteLink records tenant notes when letters and emails are sent from processed events, it doesn't track every email generated. For example, emails of letter/form previews or emailed reports do not get recorded.It is possible to create a custom report that finds all tenant notes created from a sent email. This queary might help you:
    select * from callsandletters
    where itype = 2
    and ddeleted is null
    order by doccurred desc

    If you would like additional help, you can call support at 919-865-0789 Option 2. You can also work with your sales rep to request a custom report. -Lyndsey H.
  • teamcapitola
    teamcapitola Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Answer ✓
    Htrevis said:
    Thank you very much for responding and that is a fabulous thought - unfortunately our Sitelink email and our office 365 are not linked, which is why I asked if there was a way to grab a log from Sitelink. Any who, thank you again... for now I will just continue to blind copy myself.
    Its pretty easy to link office 365 and Sitelink (we just converted to a 365 outlook) and now I can see EVERY email sent from Sitelink in my Outlook sent folder (and can search etc.). 

    The Sitelink settings are in Setup ---> Email ----> SMTP configuration

    The settings we used (which may not be the same for you, but likely is for any 365 account)

    The smtp server for office 365 is --- smtp.office365.com   

    port 587  (use SSL is checked)

    *Always write down/copy your current settings before changing anything! in case there's any issues, so you can revert back!

Answers

  • themage
    themage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    The easiest way I know would be to bring up the sent items in your email. 
  • Htrevis
    Htrevis Registered User ✭
    Thank you very much for responding and that is a fabulous thought - unfortunately our Sitelink email and our office 365 are not linked, which is why I asked if there was a way to grab a log from Sitelink. Any who, thank you again... for now I will just continue to blind copy myself.
  • Htrevis
    Htrevis Registered User ✭
    Awesome!!!!! Thank you so much, that will make processes so MUCH easier!!!

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