Any email that is sent or received through CoreBridge is recorded on the Order History tab on the invoice. Keeping these communications transparent allows orders to keep moving through the workflow process. Please note, you can still use an outside email system, but emails will not be recorded in CoreBridge.
Viewing Customer Communication History:
- Navigate to Sales Module > Orders > Search.
- Enter the invoice number you need and click Search.
Click on the Invoice number.
Click on the Order History Tab.
- Hover over an email communication to review the details including the date, time, user, and type of communication.
