The list generated by the Emails button at the top of the Manager window includes a
Status column that can track whether the recipient has viewed a transaction or report sent by email from within Manager:
For technical reasons, this feature is functional in cloud and server editions only. The desktop edition is unable to track whether email has been viewed by the recipient, because it has no active internet connection. If a desktop user views the email, the status will change, but that does not mean the recipient has viewed the email.
The server hosting Manager, whether cloud or private, must be online and accessible by the recipient via the internet.
When you view a document (e. g., a sales invoice) and click the Email button, Manager will attach to your email a box containing a summary of the document you are emailing. Within the box will be a View button:
In their email client, the recipient will see something like this:
Clicking the View button will reveal the complete document (e. g., the sales invoice). The
Status in the Emails listing will change from Sent to Viewed:
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