The new Sent Items module gives you a single, chronological history of every outbound communication sent from Movegistics — emails and text messages across your estimates, work requests, work orders, and contacts, whether sent by a user or by automation. One searchable, filterable list answers the questions that used to take a tour through several modules: What did we send this customer? Did it go out? Did they open it?
Every record shows the recipient, type, source module and ID, who sent it, the delivery status, and the exact time — and a built-in preview shows you the actual email or text, exactly as the customer received it.
What's New
- Sent Items in the main menu: a dedicated page listing all outbound emails and SMS messages, newest first, with Recipient, Communication Type, Module, Module ID, Sent By, Status, and Sent At columns.
- Full previews: hover a row and click Preview — emails open with From, To, CC, Subject, sent time, and the complete email content; text messages open in a Text Preview with the full SMS content.
- Click-through Module IDs: for modules that have a detail page — Contacts, Companies, Work Requests, Work Orders, Leads — the Module ID underlines on hover and clicking it takes you straight to that record.
- Filters, search, and sorting: add filters on Communication Type, Module, Module ID, Recipient, Sent At, Sent By, and Status; search the list; and sort any column — for example, every email sent to one customer, or everything sent today.
- Delivery visibility: the Status column shows how far each message got — including Opened, so you know the customer actually saw it.
- Automation included: messages sent by your automated workflows appear alongside user-sent ones, with Sent By telling you which is which.
Who This Is For
- Sales teams checking whether a customer received — and opened — their estimate email before the follow-up call
- Customer support and back office verifying exactly what was sent, when, and to whom, without hunting through modules
- Owners and managers who want a complete audit trail of customer-facing communications
- Operations teams reviewing automated workflow sends across work requests and work orders
🧭 How to Use It
- Open Sent Items from the main menu. The list shows every outbound email and text, newest first, with the module and record it belongs to.
The new Sent Items page in the main menu
- Hover any row and click Preview to see the message itself. Emails open with From, To, CC, Subject, Sent At, and the full content the customer received.
Email Preview: the complete message, exactly as sent
- SMS rows open a Text Preview the same way — sender and recipient numbers, sent time, and the full text.
Text Preview for SMS messages
- To jump to the related record, click its Module ID. IDs that link to a detail page — Contacts, Companies, Work Requests, Work Orders, Leads — underline when you hover them.
Hovering a row shows the Preview option, and a linkable Module ID underlines — here, a Work Order
- Click Apply Filters to narrow the list — filter by Communication Type, Module, Module ID, Recipient, Sent At, Sent By, or Status, and combine filters with search and column sorting to find exactly the send you're looking for.
Apply Filters (1) opens the Add Filters panel (2) with the available fields
Good to Know
- Module ID links follow detail pages: redirection works for modules that have a detail page — Contacts, Companies, Work Requests, Work Orders, and Leads. Estimate, Payment, and Invoice IDs are shown for reference but don't redirect, since those modules have no detail page. The hover underline is your cue: if it underlines, it's clickable.
- Opened means opened: the Status column goes beyond Sent — an Opened badge confirms the recipient viewed the email.
- Automation sends are first-class: everything your automated workflows send is logged here too, with Sent By distinguishing automation from individual users.
- Timestamps carry the time zone: Sent At shows the date, time, and time zone for every record, so the audit trail is unambiguous.
Available Now
Sent Items is live now in Movegistics AI — open it from the main menu and your complete outbound history is already there, no setup required. It's the single source of truth for everything that leaves your CRM, and like every release, it came from listening to how you work. Keep the feedback coming.
