{"id":2596,"date":"2020-11-16T17:53:30","date_gmt":"2020-11-17T01:53:30","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=2596"},"modified":"2026-06-23T17:56:01","modified_gmt":"2026-06-24T00:56:01","slug":"email-log","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/email-log\/","title":{"rendered":"View emails sent from within MR9"},"content":{"rendered":"<h6>Lesson #102<\/h6>\n<h5>Tools \u2013 Email Log function<\/h5>\n<p>MR9 automatically maintains a log of most emails sent through the system. You can <strong>view lists of emails sent and look up details about each email sent<\/strong> in this function. The email logs are your paper trail of correspondence sent from MR9 and cannot be edited.<\/p>\n<h4>Emails that are automatically logged:<\/h4>\n<ul>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/receivables\/send-clients-detailed-collection-letters\/\">Collection Letter<\/a><\/li>\n<li>Form<\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/billing\/send-archive-invoices\/\">Invoice<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/receivables\/send-payment-receipts\/\">Payment Receipt<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/production\/turning-in-transcripts-preparing-invoices\/\">Repository Notification<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/receivables\/remind-clients-of-overdue-invoices\/\">Statement<\/a><\/li>\n<li>Worksheet<\/li>\n<\/ul>\n<p>You can search for emails in each of these different categories by recipient email address, sent date or date range, order number, part number, and\/or invoice number.<\/p>\n<p>MR9 lists all of the log entries that match the search criteria, along with their:<\/p>\n<ul>\n<li>Email Type<\/li>\n<li>Sent date<\/li>\n<li>Sender<\/li>\n<li>Recipient<\/li>\n<li>Subject line<\/li>\n<li>Remarks<\/li>\n<li>Any cc\u2019s and bcc\u2019s<\/li>\n<\/ul>\n<p>You can sort your results by one or more columns in ascending or descending order (but when you exit the function, MR9 will revert back to the default order). Export the list as an <em>Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n<p>You can view any email\u2019s details by clicking its hyperlinked Log No.<\/p>\n<h4>NOTE: Not all emails are logged by the system<\/h4>\n<p>Since MR9 does not log all types of emails sent from the system, you can Cc or Bcc your email address on any email to save a copy of it. If you want to keep copies of all emails that you send from within MR9, set your user preference to \u201cAlways Bcc me,\u201d so MR9 will send a copy of every email to your email inbox.<\/p>\n<p><strong>TL;DR: MR9 keeps a log of automatic emails sent from the program so you can monitor and review correspondence you sent to contacts.<\/strong><\/p>\n<h4>MR9 concepts in this lesson<\/h4>\n<p><strong>Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>While MR9 does not include a full email program, it does log most automatic emails sent through the system so you have a paper trail <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/email-log\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,226,27],"tags":[229,3,28],"class_list":["post-2596","post","type-post","status-publish","format-standard","hentry","category-function","category-lesson","category-tools","tag-email-log","tag-mr9","tag-tools"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/2596","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/comments?post=2596"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/2596\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=2596"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=2596"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=2596"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}