Centralization of emails sent to the client

08.12.20251 min read

The Marketing tab in the client profile has been reorganized and renamed to provide full transparency over digital interactions. The tab is now called "Communications". In addition to the existing options (Email Campaigns and Email Flow), the new Operational Emails section has been integrated, which functions as a complete history of transactional correspondence.

Activation and Permissions:
To ensure data confidentiality, access to this history is not enabled by default. It must be manually activated by the administrator:

  1. Navigate to the Financial -> Employees -> Permissions area.
  2. Select the desired access level (employee role).
  3. Check the specific permission: "Operational emails".

Functionality:
Once the permission is activated, the Operational Emails tab will chronologically display all messages sent automatically or manually from the iFlows platform to that specific client.

  • What it includes: Sent offers, order confirmations, issued invoices, system notifications, and any other type of email dispatched from the platform.

Detailed Communication View:
In the operational emails list, each communication is associated with the "View" action. By accessing this option, a dedicated window opens that faithfully displays the entire content of the transmitted message:

• email subject;
• template used;
• sender and recipient;
• date and time of sending;
• full content of the message, exactly as it was received by the client (including buttons, signatures, layout, and HTML elements).

Retention Policy and Availability:

  • Visibility: The history begins to populate from the moment this functionality became active (it does not retroactively recover emails sent before the implementation of the feature).
  • Storage duration: The system keeps the operational email history for a period of 365 days. Messages older than 1 year are automatically deleted to maintain database performance.

Last modified: 03.09.2026

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