Email Fund Statements Status
After sending email Fund Statements it would be beneficial to see within the batches if the "Sent" job was successful. The only way to see if an email statement was delivered is to view the email history within a Fund Advisors Individual profile.
14
votes
Destiny Howell
shared this idea
- 4/30/2024: Reports: Added a new report, Undelivered Emails. This report is located in Reports > Create Reports and then in the left-side menu next to Profile Email History. This report is a report of all Bounced or Dropped emails in the system. This will allow users to easily identify the emails status and the response. This report contains the following columns: date sent, name, email history id, email, subject, status, and response.