Is there a sent email archive in Flex?

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Petras Balsys

• April 16, 2021 11:54

Hey guys,

First of all thanks to the community for responding quickly to any questions that may arise.You guys rock! On to the question at hand.

So, we started using the "send quote to client" function after finalising the quote.All is well, but now we had to make an update to this particular quote, and we would like to see what exactly did we send to the client before.Since this email was sent thru flex, we can't verify it inside the email client(eg Google mail), so I was wondering if there is some archive kept of sent mails or generated files.

Thanks a lot, as per usual.

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  Aaron Horn

  • April 17, 2021 04:39

  Hey Petras,

  There's no record of the file (version) sent to the client when using the "Send Quote to Client" mechanism.  This is the main reason I recommend to my clients that they don't use it and use their own email service.  It's going to be a pros vs cons sort of situation.  It may speed things up a bit to use it, but accurate records of the correspondence are less retrievable.  I personally see it as highly important to have client engagement appear in my own email threads, and so I recommend accordingly.

  Aaron Horn
  Consultant (endorsed by Flex)
  aaronjhorn@gmail.com
  615.335.1225

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  Sander Krouwel

  • March 04, 2026 09:04

  Hello Petras,
  I saw your question  about the e-mail archive and I am wondering how you solve this. I read the comment from Aaron but this is for us a no go because it's to much time consuming and risk of mistakes. In my opinion The software you make life easier but from my point of view now it's more difficult.

  Warm Regasrds, Sander Krouwel

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  Aaron Horn

  • March 04, 2026 16:41
  • Edited

  Hey Sander, you can now adjust email templates (Projects > Email Templates) to have a default CC or BCC. It can be assigned "USER" which will copy the user sending the email, or you can add a specific email address.

  

  - Aaron Horn

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