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The Basics of Emailing Out of Orchestrated (1/25/2018)

 
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    Carina [SUSPENDED]

    You can see emails sent by other users too in the "Sent Emails Report." Main Menu > Reports > Business Partners > Sent Emails Report.
    Exception: special email situations like ACH draft emails created in the Payment Wizard.

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    Carina [SUSPENDED]

    I wasn't able to edit or delete a Distribution List. The right click didn't give me that option. Is there another way?

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    Sarah Bergeron

    Hi Leanna,

    Head to the Send Message box, add a distribution list, then click Save As Dist. List. From there, highlight the one(s) you need to remove and click Remove.

    Cheers!
    Sarah