Email Messages

Available on individual producer records only.

Use the Email Messages data section of a producer record to review a log of email notifications that Producer Manager has sent to a producer, as triggered by the Notifications functionality. You may also review the content of each email notification.

ClosedView screen capture

To review a producer's Email Messages, click the Email Messages link in the Quick Links box of a producer record that is open in the Review/Update Producer page.

The Email Messages data section includes the following fields and controls:

ClosedEmail Messages

Fields and controls include the following:

  • Sent Date: For each email message listed, displays the date on which the system sent the message.

  • Recipients: For each email message listed, displays the email address(es) of the recipient(s) of the email message.

  • Notification Type: For each email message listed, displays the type of notification that the system sent. (For more information, see Notifications.)

  • Actions: For each email message listed, offers the following controls:

  • Show Message Content (): Click to display in a separate window the text of a selected email notification.

  • Show Group Notification Configuration (): Click to open the Notification Configuration page, where you can review the specific email notification settings that triggered the email.

ClosedPage Controls

If the volume of messages logged on a producer record exceeds 10, they will display in pages in the Email Messages data section. Use the following page navigation controls to review all email messages:

  • [x]messages found, displaying[v]to[w]: Displays the total number of email messages logged on the selected producer's record, and the range in numbers of codes currently displaying in the data section. (Maximum 10 per page.)

  • First/Prev: Click First to open the first page of results; click Prev to open the preceding page of results.

  • 1, 2, 3, ...: Click a numeral to open a specific numbered page of results.

  • Next/Last: Click Next to open the succeeding page of results; click Last to open the last page of results.

Notes

Note: Data in the Email Messages data section is purged from the system after three years.

Note: To view and use the Show Group Notification Configuration button (), you must have specific security permissions in your user account that allow you to configure scheduled notifications.