View email history for quote/order

You can view the history of all email correspondence linked to individual quotes or orders. Quote and Order emails, Payment Request emails, and Note notifications emails sent to the customer from Business Hub are automatically recorded in your quote or order with a timestamp, the sender, recipient, subject, and email summary.

Prerequisites

• You must have Administrator, Sales Manager or Sales Team permission to use this feature.

In this article, you will learn how...

• To view the email history for a quote/order
• To block email notifications for a quote/order

To view the email history for a quote/order:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes or Business Hub > Orders.
3. Click View to load the quote or order you want to view the email history of.
   

   You can also click anywhere within a row to load the quote or order, except on the customer name. Clicking on the customer name loads the customer record.

4. Click on the Email History tab.
   
   

   Email records are listed under the Email History tab in order of latest to earliest:

   

   The left-most column shows whether emails have been read or not. A red flag indicates that the email has not been read. A green flag indicated that the email has been read by the customer. When you hover the mouse pointer over the green flag, a tooltip will be displayed showing the date and time at which the customer read the email.

   

   A counter on the tab shows the number of email records that have not been viewed. Unviewed email records are displayed in bold text. You can click on the blue subject text to view the email content.

To block email notifications for a quote/order:

You can block emails for particular quotes and orders that you do not want to receive notifications for.

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes or Business Hub > Orders.
3. Click View to load the quote or order you want to view the email history of.
   

   You can also click anywhere within a row to load the quote or order, except on the customer name. Clicking on the customer name loads the customer record.

4. Click on the Email History tab.
5. Click on the block emails action at the end of the header row.
   

   The action link will toggle to read "unblock emails". Click on the action again to unblock email communications for the quote/order.