IRIS Financials Ideas Portal (Commercial & Charity)
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Workspace IRIS Financials
Created by Guest
Created on Sep 21, 2023

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Add the ability to view a copy of emails sent from the document emailer

It would be really useful to be able to see a copy of sent emails for Purchase Orders, Sales invoices etc. If a customer or supplier says that they have not received an email, we would usually send a copy of the sent email as proof

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    Graham Fain
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    |     Sep 29, 2023

    Thanks for your suggestion Emilia

    It is possible to do this by tweaking your Reports Configuration. Add your email address(or any internal one to the bcc field to get a copy-see screenshot below. If emailing yourself I would obviously recommend setting up a rule to redirect them all into a dedicated folder, giving you a full/searchable record of all emails sent.



    Please let me know if this meets your needs.
    Best wishes

    Graham