View emails sent from within RB9

While RB9 does not include a full email program, it does log most automatic emails sent through the system so you have a paper trail

Lesson #102
Tools – Email Log function

RB9 automatically maintains a log of most emails sent through the system. You can view lists of emails sent and look up details about each email sent in this function. The email logs are your paper trail of correspondence sent from RB9 and cannot be edited.

Emails that are automatically logged:

You can search for emails in each of these different categories by recipient email address, sent date or date range, job number, and/or invoice number.

RB9 lists all of the log entries that match the search criteria, along with their type, sent date, sender, recipient, subject line, remarks, and any cc’s in a grid. You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

You can view any email’s details by clicking its hyperlinked Log No.

NOTE: Not all emails are logged by the system

Since RB9 does not log all types of emails sent from the system, you can Cc or Bcc your email address on any email to save a copy of it. If you want to keep copies of all emails that you send from within RB9, set your user preference to “Always Bcc me,” so RB9 will send a copy of every email to your email inbox.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: RB9 keeps a log of automatic emails sent from the program so you can monitor and review correspondence you sent to contacts and resources.

RB concepts in this lesson

Contact: Person who works for a firm you do business with, such as attorneys.

Resource: Person or thing that provides your business with a service, such as reporters.

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