Email dashboard and log
Overview
The Email dashboard contains a collection of tiles that display useful information and provide links to key actions. There is also a link to the Email Log on the top right of the dashboard. The Email log displays details about emails sent from Cin7 Omni.
Open the email dashboard
From the left navigation pane, select Admin.
Select Email Dashboard.
Email dashboard tiles
There are four Dashboard tiles:
Email activity
Displays the number of recent emails sent from the Sales Order, Quotes, and Purchase Order modules.
Email by type
Displays the number of recent emails sent by their type.
Email sent
Display the number of emails sent today, and in the last seven days, from Sales Order, Quotes, and Purchase Order modules. Selecting View Emails Sent takes you to the Email Log listing all sent emails.
Email not delivered
Displays the number of emails not delivered today, and in the last seven days, from Sales Order, Quotes, and Purchase Order modules. Selecting View Emails Not Delivered takes you to the Email Log listing all sent emails.
View bulk emails
Bulk Email shows an overview of all bulk emails sent from Sales Order, Purchase Order, and Quotes modules.
View email log
The Email Log page shows an overview of all emails sent from Sales Order, Purchase Order, and Quotes modules.
Filters
The filters at the top of the screen can be used to refine the list of emails visible in the List Page.
You can use multiple filters at the same time to narrow the list further. By selecting Reset, all filters will be returned to their defaults.
Status
Select a specific Status by which to filter the email list.
Transaction type
Select a specific Transaction Type by which to filter the email list.
Date
Filter the list by date - there are a number of date types to choose from:
Email Sent | The date the email was sent. |
Status Updated | The date the sending status of the email was last updated. |
Keyword
Entering text in this box will search by Sales Order Reference, Invoice Number, and Recipient Email.
Email log list
The Email Log has the following fields:
Order Reference | Unique reference associated with the transaction. Selecting the Order Reference will take you to the Sales Order Module. |
Invoice Number | Unique invoice number associated with the transaction. Selecting this displays a copy of the invoice. |
Transaction | Shows the type of transaction for which the email was sent: Sales Order, Purchase Order, or Quote. |
Recipient Email | Email-ID of the receiver. |
Sent at | Time when the email was sent. |
Subject | Selecting the Subject displays the content of the email sent. |
Current Status | Latest Delivery status of the email. |
Status Description | If the email is undelivered, this field states the reason why email delivery failed. |
Last Status Update | The timestamp when the status of the email was last updated. |
Viewed by Recipient | Displays if the recipient has opened the email or not. |
View Status History | Pops up the list of status changes associated with sending of the email along with respective timestamps. |
Daily update email
To receive a daily update, you can select Receive Daily Updates by email at the bottom of the page. This email will be sent to the account owner.
The daily email will tell you the number of emails sent, broken down by transaction type, and also the number of unsuccessful deliveries.
FAQs
How many days of data are stored in the Email Log?
The last 3 months of emails sent are stored in the Email Log.
Why are emails not getting sent?
Email delivery can fail for a number of reasons, but one of the most common causes is incorrect email addresses.
Please ensure that:
The email address is correct - an invalid address will cause the email to be bounced back.
Multiple recipient addresses are separated by commas.
The email address does not contain special characters other than the @ character.
If the issue persists, please contact Cin7 Omni support.