How To
View email contents
CCH iFirm Time and Fees
Security role required: Email Centre - View Email Content and Resend
View the content of e-mails
E-mail Centre - View Email Content and Resend
You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
Click Settings > E-mail Centre, then click the row of the e-mail you want to view.
The E-mail Content window displays the date the e-mail was sent, the contact name and the e-mail address it was sent to, the status of the e-mail, the subject of the e-mail and contents.
- If the e-mail status is Error or Invalid, you can click the Resend button to try sending the e-mail again.
- Click Close to return to the E-mail Centre page.
Related documents
Use interim or progress invoice text
How to use interim or progress invoice text
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
Manage Email Templates
Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.
Resend bounced emails
You can resend an e-mail that has a status of Error or Invalid. E-mails with an Error status can be resent in bulk. Once an e-mail has been resent, its status changes to Pending.