8.4 History
Accessed via the Workbench menu: Agent Management -> Distribution Manager -> History
The History tab shows all documents/emails that have been distributed from the system.
These include:
- demands/fee collections
- credit control letters
- bulk email distribution
- quotation and work orders
A document can be returned to the Queue using the 'Return to Queue' function. This would be useful if they have been accidentally removed off the queue.
There is also a Merge PDF's option to get a single download of the ticked documents.
Bulk Emails can't be merged.
The Zip PDF's option creates a zip file with the ticked individual documents if there are any.
Related Articles
6.1.4 - Ticket Contents
History A very useful function is the ability to track the historic actions of the ticket. This includes system updates as well as comments. The historic actions are also dated with time and who it was updated by. This is very useful to ensure that ...8.2 Queue
Accessed via the Workbench menu -> Agent Management -> Distribution Manager -> Queue Whenever demands or credit control letters are produced they will be sent to the Distribution Manager queue. By default, when you go to the Queue you will be shown ...8.1 Overview
Accessed via the Workbench -> Agent Management -> Distribution Manager -> Any of the sub menus: Queue Desktop Mailing - significant if you are subscribed to the module History Email Audit The sub menus will improve the speed at which you access the ...9.1 Clearing your cache
When you use a browser, like Google Chrome, it saves some information from websites in its cache and cookies. Clearing them fixes certain problems, like loading or formatting issues on sites. This is useful when new changes are implemented on our ...8.3 Desktop Mailing
You can access the screen but you can only use this feature if you are subscribed to the Desktop Mailing module. Please contact Support for more information. Accessed via the Workbench -> Agent Management -> Distribution Manager -> Desktop Mailing ...