To view a customer's e-mail activity record
- From Customers, select Manage customers to open the Customer Portfolio.
- Find the customer's record.
- Select the Activities-All tab.
- Select Email from the drop-down list.
- Select an e-mail activity to open the Activity Detail window. The text that displays in the Email Text field is dependent upon how the e-mail was sent:
- If the e-mail was sent using the Email option on the Letters tab, the Email Text field displays the text of the e-mail.
- If the e-mail was sent using the Email option on the Manage customers window, the Email Text field displays the location from where the e-mail was sent.