Introduction

Traditional email applications provide a Sent folder for reviewing mail that was sent by you to someone else. You can easily reproduce this functionality in Cerb5, and then enhance it with powerful functionality like subtotals, presets, and workspaces.

Instructions

Building the worklist

1. Click mail in the top navigation menu.

2. Select the Search Messages tab.
   

3. Click on the Filters: bubble above the worklist and select Toggle Advanced from the menu.
   

4. In the Add Filter section on the right, add a filter for Is Outgoing = yes and click the Add Filter button.
   

You now have a worklist of recently sent messages.

Filtering by worker

1. In the Add Filter section on the right, add a filter for Worker, select your desired worker(s), and click the Add Filter button.
   

Filtering by date range

1. In the Add Filter section on the right, add a filter for Created, select your desired date range, and click the Add Filter button.
   

Creating a preset

You can save your desired filters as a preset so you can quickly display a list of sent messages in the future without having to add each search filter again.

1. In the Filters section on the left above the worklist, choose Save filters as preset from the -action dropdown.
2. Name your preset and click Save Changes.
   

In the future when you want to use this preset:

1. Click the Filters: bubble above the worklist.
2. Select your preset from the menu.
   

Using subtotals

You can also use subtotals to categorize the worklist of sent messages.

1. Click the subtotals link in the top right of the worklist if subtotals aren't currently displayed to the left of the list.
   
2. Subtotals will be displayed for your desired category:
   
3. You can change the category by clicking on the green title above the subtotals:
   

Copy to a workspace

If you access the worklist of sent messages frequently then you can add it to a workspace.

1. Click the copy link in the top right of the worklist.
   
2. Name the worklist.
3. Choose an existing workspace or create a new one.
4. Click the Save Changes button.

You can now add this worklist to any page from the tab with a + on it. Try it on the mail page.