Learn how to view sent emails in the CRM in this step-by-step guide. This help guide will cover how to view sent emails in the CRM.

Content

Instructions

1. Use the search box to find the name of the constituent. Select the constituent’s name to open the account.

2. In the account sections, select Sent Emails.

3. A list of all emails sent to this constituent are listed in the Neon CRM Emails tab

	Field Name	Description
A.	Email	Name of the email.
B.	Email Type	Email types describes the type of Neon CRM email that is listed.
C.	Sent On	This is the date the email was sent.
D.	Subject	This is the subject line of the email.
E.	Sender Email	The sender name that is listed within the email displays here.
F.	Open	This will indicate if the email was opened.
G.	Clicks	This will indicate if the constituent clicked on any links in the message.
H.	Status	This will indicate if there was an error or if the email was sent. If there is an error, select the email name link to see the reason for the error.

4. On the External Emails tab, you will see a list of emails sent from an external email client.

1. At the mission control dashboard, navigate to the Emails tab. Select Sent Emails.

2. This page will list all system emails sent from the CRM.

	Field Name	Description
A.	Recipient	The Recipient column displays the name of the person the email was sent to. If the recipient has a Neon account, then their name will appear as a blue hyperlink. When clicked, you will be taken to their account page. If the recipient name is not hyperlinked, that means the email was not sent to a Neon account. This can also mean it was a test email sent by a system user.
B.	Email	This column displays the recipient’s email.
C.	Subject Line	This is the subject line of the email.
D.	Email Type	This column displays the type of system email that was sent.
E.	Send Time	This column will indicate when the email was sent.
F.	Note	The note column tells you why it was declined. Hover your mouse over the note to see more details, if available.
G.	Status	This column will indicate if an email was declined or Successfully sent.

3. Use the filter options to find specific emails.

The Sent Emails List can be filtered by selecting one of the criteria at the top and clicking Search.

4. To resend emails, check the box next to the email you would like to resend and select Resend Selected Emails.