This article explains how to use the Communication History report to view email and text messages sent to a tenant, prospect, owner, or vendor from Breeze.
To run the Communication History report
Go to Reporting > Admin Reports > Communication History.
Complete the filter.
In the Object Type field, select Owner, Vendor, Tenant, or Prospect.
The other fields can be used to filter the results; for example, if your Object Type is Owner, you could select a specific owner or enter a date range.
Click Display to view the report.
Right side of screen:
The report shows all the email and SMS (Text) messages that you have sent to a person from Breeze.
It also shows entries from the Activity Feed. (You can use the Activity Feed to record interactions and track conversations with a tenant.
The items are sorted by date, showing the most recent ones first. You can drill down on email messages -- when you click Details, Breeze displays the original message.
Having all the communication with a person in one place can be very useful, for example, if you are trying to resolve a dispute or preparing for a legal proceeding.
You can email the report, or export it to PDF or Excel.