When you're using the automated follow ups for quotes, jobs, and invoices, you are able to see a quick overview of the latest follow ups sent.
1. Go to Administration → Follow Ups History.
2. Select the Follow Up Type, Follow up Name, and Start Date.
To display the actual copy of the email sent to your customer including any attachments, click the little triangle on the left most column.
3. The following is an example of a follow up history wherein it shows the actual email message, attachment, as well as email recipient.
To access a tutorial video about Auto Follow Ups, you can click the link below:
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