Sometimes you will need to check previously sent Emails or SMS, There are two ways to do this in coreplus, this article will walk you through how.
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This article includes:

1. Sent Emails via Files

2. Sent Emails via Admin Notes

3. Sent SMS via Admin Notes

4. Sent SMS via Sent & Received SMS History
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1. From the Dashboard select Files

2. Click on Files for the drop-down menu to open

3. Click on Personal Files

4. Select then Sent Email Folder

💡 Once you have clicked on your Sent Email folder, you can use the filter Date Modified and click on the arrow next to it, to sort it by the oldest or most recent sent E-Mail in order.

1. From the Dashboard select Communication

2. From the drop-down menu select Admin Notes

3. Use the Filter button at the top to adjust the type to emails and direction to outbound

4. Click Update

💡 Emails sent to insurers or other contacts in a client file, can not be viewed via Admin Notes. For a record of these emails, go to Client File > Events

1. From the Dashboard select Communication

2. From the drop-down menu select Admin Notes

3. Use the Filter button at the top to adjust the type to SMS and direction to outbound

4. Click Update

💡 You can also view sent SMS via Client File > Admin Notes
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💡 SMS to other phone numbers in a client's file ie. Insurer, Employer, Family Member, will not appear in Admin Notes

The manual SMS you send to contacts outside of coreplus can be seen separately by following the below steps:

1. From the Dashboard, go to Communication > Send SMS

2. Click on Sent & Received SMS History

See similar articles regarding Sent Emails and SMS

📝SMS schedule in calendar settings

📝SMS a Client

📝SMS Outstanding accounts

📝Reporting - Event/SMS

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