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To view a customer's e-mail activity record

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Find the customer's record.
  3. Select the Activities-All tab.
  4. Select Email from the drop-down list.
  5. 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.

See Also

E-mailing Customers

To e-mail a customer from the Manage customers window

To e-mail a letter to a customer using QuickLetter

To e-mail a letter to multiple customers using QuickLetter

To send a broadcast e-mail from Microsoft Word using an e-mail merge


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