.. done

Email Management
================

Users with either Admin, Finance, or ManageEmails role can access the
`Administration > Communication > Email` management page which displays a list of all sent emails.
All other users can manage their emails
from their people record.
:ref:`Click here to see more email management articles listed below <EmailManagementTools>`.


.. figure:: https://i.tpsdb.com/2017-02-20_15-29-30.png
    :target: #

    Manage Emails

.. note::
    Only a user with Finance role can view emails relating to Contributions,
    such as confirmations for online giving.

Filters
-------

As you see in the above image,
there are a number of fields you can use to filter the list of Emails.
Just press `Filter` after entering information in the field(s)
by which you want to filter the list.

Be sure to press `Clear` before filtering again.

From
   Enter a sender's name (First Name, Last Name or both)
   or email address (all or part).
   If an email is sent 'on behalf of' another user,
   use the name of the person on whose behalf the email was sent.
Sent By Id
   Enter the People ID # of the sender.
   If a person sends 'on behalf of' another user,
   use the ID # of the actual sender,
   not the ID # of the person on whose behalf the email was sent.

   .. admonition:: Example

        Jane Doe sends an email 'on behalf of'
        the user named Children's Ministry.
        Enter Children's Ministry in the From field or
        Jane's people ID # in the Sent By ID field.
Subject
   Enter any word contained in the Subject line of the Email.
Body
   Enter any word contained in the Body of the Email.
Start Date
   Select a Start Date from the Date Picker or enter a date
   manually.
   Entering only a Start Date (and no End Date) will display
   only Emails sent on that date.
End Date
   Select an End Date from the Date Picker or enter a date manually.
   Entering only an End Date (and no Start Date) will display all Emails
   sent up through that date.
Recipient ID
   Enter the People ID # of a person to display
   all Emails sent to that person.
Transactional
   By checking this box, you will see the Emails sent during
   registrations - both Confirmations and all notifications.
   This also includes New User Welcome emails and other
   automatic emails.
Scheduled
   By checking this box, you will see any Emails that have been
   scheduled but have not yet been sent.

Email List
----------
After filtering, you can click on the following headings to sort by that heading:

-  Sent/Scheduled
-  From
-  Count

You can also click on a person's name to view only Emails sent by that person.
Click on the `Subject` of any Email to view the Details of that email.

.. seealso::
    :doc:`Emails_Details` 

.. figure:: https://i.tpsdb.com/2017-02-20_15-34-49.png
        :target: #

        Email List

.. _EmailManagementTools:

More Email Management Tools
---------------------------
In addition to the Email Management page,
TouchPoint has other tools for a user to manage emails.

.. seealso::
    | :doc:`Email_Index`
    | :doc:`ManageEmails`
    | :doc:`Emails_SentBy`
    | :doc:`Emails_SentTo`

|
|

+--------------------+------------------+
| **Latest Update**  | **11/13/2020**   |
+--------------------+------------------+

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