Out of the box, ClickDimensions offers 8 system views in CRM for Emails Sends.
- Learn what information is presented in each default Email Send view in CRM.
How Do I Switch Views?
To switch between views, click the arrow next to the view name, then select the desired view.
Email Send Views
The All Drafts view shows a list of every Email Send draft in your CRM that your security role allows you to see (for example, an administrator may see everybody's Email Send drafts while you may only see the drafts owned by your team members).
NOTE: Questions regarding the extent of your security privileges should be directed to your CRM Administrator.
All Email Sends
The All Email Sends view shows a list of every Email Send of any status in your CRM that your security role allows you to see.
The Error view shows a list of Email Sends that could not be sent. This could be due to a number of reasons, such as a connectivity issue between ClickDimensions and your CRM environment or a timeout while trying to query recipient data from your environment.
The My Drafts view shows a list of every Email Send draft for which you are the record owner.
The Pending view shows a list of Email Send for which the sending process has been initiated, but we are still querying the necessary data from your environment to send out the emails to recipients. Email Sends are rarely in this view for more than a few seconds after pressing the Send button.
The Scheduled view shows a list of all Email Sends that have been scheduled to send out at a later time, but the time has not yet arrived.
The Sent view shows a list of all Email Sends that have been sent to your recipients. The majority of Email Send statistics are accessed through the Sent Email Send records in this view.
The Split Test view shows a list of all Email Sends that are currently in the initial testing phase of a Split Test (A/B Test). Once a winning version is chosen and distributed, the Email Send will move to the Sent View.
Microsoft Dynamics CRM Allows users to create Personal Views for different entities to sort their records to better fit their own needs if the default views are not sufficient. Creating a personal view in CRM is discussed in detail here.