A searchable, filterable log of every email sent by the system — from collection chasers and statement runs to promise confirmations and dispute notifications.
Overview
Email History gives you a complete audit trail of all outbound emails generated across the platform. You can find any email by subject, recipient, or customer; narrow the list by status, source, or date range; open an email to read its full body and metadata; and export the log for compliance or investigation purposes. Nothing is deleted from this log — every sent, accepted, pending, and failed message is retained.
Key Features
Feature | Description |
Search Bar | Type any part of the subject line, recipient address, or customer name to instantly narrow the list. |
Status Filter | Restrict to a specific delivery state: Pending, Accepted, Delivered, or Failed. |
Source Filter | Filter by the module that triggered the email: Customer, Collection, Promise, or Dispute. |
Template Type Filter | Filter by the type of template used: Email, Statement, or No Template. |
Date Range Filter | Set a From and To date to restrict the list to emails created within that window. |
Column Configuration | Show or hide any of the 12 available columns. CC Recipients, Created At, and Error Message are hidden by default. |
Sortable Columns | Click any column header to sort ascending or descending. Default sort: Created At descending (most recent first). |
Email Detail Dialog | Click the eye icon on any row to open a full-detail panel showing all metadata and an inline preview of the email body HTML. |
Export | Download the filtered list as a CSV — visible columns only or all available columns. Includes every matching row, not just the current page. |
Sections & Fields
Field | Description |
Search bar | Searches across email subject, recipient (To) address, and customer name. Debounced — results update after you stop typing. |
Status dropdown | Filter to: All Status, Pending, Accepted, Delivered, Failed. |
Source dropdown | Filter by: All Sources, Customer, Collection, Promise, Dispute. |
Template Type dropdown | Filter by: All Template Types, Email, Statement, No Template. |
From date input | Restricts the list to emails created on or after this date (filters by Created At, not Sent At). |
To date input | Restricts the list to emails created before this date (filters by Created At, not Sent At). |
Export button | Dropdown: Export Current View (visible columns only) or Export All Columns (all 12 fields). |
Column Settings button | Opens the column configuration dialog to show, hide, or reorder columns. |
Subject column | The email subject line. Truncated if long — open the detail dialog to see the full subject. |
Customer column | The customer account the email is associated with. |
To column | The primary recipient address(es). Truncated at 200px — open the detail dialog to see all recipients. |
CC column (hidden by default) | Carbon-copy recipient addresses. Enable via column settings. |
Source column | The module that triggered the email: Customer, Collection, Promise, or Dispute. Shown as an outline badge. |
Template column | The name of the email template used to generate the message. Shows a dash if no template was applied. |
Status column | Delivery state badge: Accepted/Delivered = solid (green); Pending = secondary (grey); Failed = destructive (red). |
Sent By column | The user or system process that triggered the email. |
Sent At column | Date and time the email was dispatched. |
Created At column (hidden by default) | Date and time the email record was created. May differ from Sent At if the email was queued. Enable via column settings. |
Error column (hidden by default) | The error message returned by the mail provider when delivery failed. Only populated for Failed status emails. Enable via column settings to investigate delivery failures. |
Eye icon (actions column) | Opens the Email Detail dialog for that row. |
Email Detail dialog — Status & Source | Delivery status badge and source module badge, including the source record ID. |
Email Detail dialog — To / CC | Full recipient and CC address lists without truncation. |
Email Detail dialog — Customer | Customer name and account number. |
Email Detail dialog — Sent By | Full name and email address of the user or system account that triggered the send. |
Email Detail dialog — Error Message | Shown only when Status is Failed. Displays the provider error in a red highlighted box. |
Email Detail dialog — Email Body | Inline sandboxed iframe rendering the full HTML email body exactly as the recipient received it. |
Pagination footer | Current page, total rows, page-size selector (10 / 25 / 50 / 100). |
User Guide
Getting Started
Email History is available to all users who have access to the Analytics & Reporting section. No setup is required — emails are logged automatically whenever the system or a user sends a message.
How do I find an email sent to a specific customer?
Type the customer name into the Search bar at the top left of the toolbar.
Tip: You can also search by the recipient email address or part of the subject line.
The list filters as you type. Wait a moment after finishing — the search is debounced.
If you want to narrow further, apply the Source filter to the module that generated the email (e.g. Collection for chaser emails).
How do I investigate a failed email?
Open the Status dropdown and select Failed.
Click the Column Settings button (grid icon) and enable the Error column.
Note: The Error column is hidden by default. Once enabled, it will remain visible on your next visit.
Read the Error column in the table for a summary, or click the eye icon on the row to open the Email Detail dialog and see the full error message in a highlighted red box.
Note the Source field in the detail dialog — this tells you which module sent the email and the source record ID, so you can navigate to the originating case, promise, or dispute to retry.
Tip: Common failure reasons include invalid recipient address, mailbox full, or mail server rejection.
How do I view the full email body?
Click the eye icon on any row in the table to open the Email Detail dialog.
Scroll down to the Email Body section at the bottom of the dialog.
The email renders in a sandboxed inline preview exactly as the recipient would have seen it.
Note: The preview is sandboxed — links inside the email body are disabled for security. To follow a link, copy and paste it manually.
How do I filter emails by date range?
Click inside the From date field and select the start date.
Click inside the To date field and select the end date.
Note: The date filter applies to the Created At timestamp, not the Sent At timestamp. For emails that were queued and sent later, these dates may differ slightly.
The list updates automatically when either or both dates are set.
Tip: For a monthly compliance export, set From to the 1st and To to the last day of the month, then click Export All Columns.
How do I filter by email source?
Open the Source dropdown in the toolbar and select one of:
Customer — emails sent manually from a customer record
Collection — automated chaser emails triggered by a collection strategy
Promise — confirmation emails sent when a promise to pay is recorded
Dispute — notification emails sent when a dispute is created or updated
You can combine the Source filter with the Status filter and a date range for precise results.
How do I export the email log?
Apply any filters and search terms to scope the export.
Click the Export button at the right of the toolbar.
Select Export Current View to include only the currently visible columns, or Export All Columns to include all 12 fields.
Note: The export is server-side — it includes every row matching your current filters, not just the rows visible on the current page. Tip: For a full audit trail, select Export All Columns and apply a date range.
A toast notification confirms the export has started. The file downloads automatically when ready.
Pro Tips
Combine the Source filter (Collection) with the Status filter (Failed) and a date range to quickly identify all failed chaser emails from a strategy run — then share the Error column export with your IT team.
Use the Created At column (enable via Column Settings) alongside Sent At to identify emails that were queued and delayed. A large gap between the two timestamps may indicate a mail server backlog.
Before editing an email template in Settings, use Email History to find a recent real example of that template (filter by Source and search the template name in Subject) — open the detail dialog to verify the current output before making changes.
For customer disputes over whether they received a chaser, open the Email Detail dialog and check Status: Delivered means the mail server confirmed receipt; Accepted means the provider acknowledged the send request.
FAQ
What does the Accepted status mean? The email was successfully handed to the outbound mail provider. The provider has acknowledged receipt and queued it for delivery. This is the initial success state after sending.
What does the Delivered status mean? The mail provider has confirmed that the recipient's mail server accepted the message. Not all providers support delivery confirmation — if yours does not, emails will remain in Accepted status.
What does the Pending status mean? The email has been created in the system but has not yet been handed to the mail provider. This is normal for emails queued by an automated strategy run. If an email stays Pending for more than a few minutes, contact your system administrator.
What does the Failed status mean? The mail provider rejected or could not deliver the email. Enable the Error column via Column Settings, or open the Email Detail dialog, to read the specific error message. Common causes include an invalid email address, a full mailbox, or a mail server rejection.
What does the Source badge on each row mean? Identifies which part of the system generated the email. Customer = sent manually from a customer record. Collection = sent automatically by a collection strategy. Promise = sent as a promise-to-pay confirmation. Dispute = sent as a dispute notification.
Can I resend a failed email from this page? No. Email History is a read-only audit log. To resend a failed email, navigate to the originating record — open the Email Detail dialog, note the Source and source record ID, then go to that case, promise, or customer record and trigger a new send from there.
How do I find all emails sent by automated collection strategies? Filter the Source dropdown to Collection. All emails generated by strategy chaser steps will appear. Combine with a date range to scope to a specific period.
What is the difference between the Template column and the Template Type filter? The Template column shows the specific template name (e.g. "Payment Reminder"). The Template Type filter groups templates by their type: Email templates are for standard email communications, Statement templates are for account statement PDFs. Select "No Template" to see emails composed without using any template.