All emails sent or received through CoreBridge are automatically recorded on the Order History tab of the Invoice. This ensures clear communication and helps keep Orders moving efficiently through the workflow. You may still use an outside email system if preferred, but those emails will not be tracked within CoreBridge.

Viewing Customer Communication History

Navigate to Sales Module / Orders / Search.

1. Enter the Invoice number.

2. Click Search.

3. Click on the Invoice number.

4. Click on the Order History tab.

5. Hover over an email communication to review the details including the date, time, user, and type of communication.