Contact Record Accurate Email History

You can view your accurate email history including a copy of the exact email sent from a contact record. The contact email history contains emails attributed to a contact record via the Gmail sync or Microsoft email sync. 

1. Locate a contact record by typing the contact first name, last name, email, or phone number in the quick search field. 

2. From the contact record, click the Email icon. 

3. The Email history appears in a drop-down below the contact record.

The color coded dots in the Status column represent the Email Types; e.g., Received, Sent, Campaign, and Notification.

The email Status also includes one of four statuses: Unopened, Opened, Clicked, and Bounced.

4. Click on the Email Subject in blue text to open the sent email.

The Email, including any merge fields (like first and last name) displays. All merge fields are visible, including but not limited to: contact information, custom fields, and email signature.


Click View All to open a search window. You can scroll down to view all the emails for this contact or search a date range in the Choose Dates area in the upper left hand corner. In the Status column you can also see if this email was Synced from your connected Gmail or Microsoft email account.


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