Sent Emails

Sent Emails keeps your firm’s email records.

• What’s recorded: Send to, Fund (if one fund), Investor (if one investor), Subject, Message, Send on (for scheduled emails), Sent to
• Steps: Draft → Scheduled / Sent; Scheduled → Draft / Sent. The database only allows these moves.
• Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.