Effective communication often involves revisiting previously sent emails or SMS messages. In coreplus, you have two convenient methods for accomplishing this task. In this article, we’ll guide you through both approaches, ensuring you can efficiently access your communication 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