Send records
Search email, SMS, and OTP notifications sent to customers, review sending attempts, and resend the notification if necessary.
The send records screen is where emails, SMS, and other notifications sent to customers and team members are individually tracked. When a customer says "order confirmation email did not arrive" or "verification code was not received," this is the first screen to check: you can see whether the notification was created, which service sent it, whether it was sent, and the results of sending attempts. One-time password (OTP) records are listed in a separate view on the same screen.
Accessing the screen
Navigate from the menu Notifications & Logs › Send records. When you enter the Notifications & Logs product, this screen opens directly. If you do not see it in the menu, your account does not have permission for this screen.
Screen sections
- Title: Send records with a short description below.
- Filter card: detailed filters selected with Created date at the top; below, the view selector (All notifications / OTP), Clear, Detailed filters, and Filter buttons.
- List card: Per page selection, record counter (filter result), refresh icon, Columns menu, table, and pagination.
Views: All notifications and OTP
Use the selector below the filter card to switch between two views:
| View | What it shows |
|---|---|
| All notifications | All notifications generated by orders, customers, and other business events. |
| OTP | Verification code (one-time password) notifications. This view includes columns for code, IP address, and verification info, along with OTP-specific filters. |
When you change the view, the list does not refresh immediately; a View changed warning appears in the table. Press the Filter button to load records for the new view. Filter and column preferences are saved separately for each view.
Filtering and searching
Entries in filter fields are applied when you press the Filter button (or press Enter while focused on a field). Clear empties all filters and refreshes the list immediately. You can add extra filters from the Detailed filters menu; your selection is remembered in your browser. Removing a filter from the menu also clears its value.
Common filters in both views:
| Field | Purpose | Tip |
|---|---|---|
| Created date | Date range when the notification was created. Always visible. | Leaving both ends empty lists approximately the last 10 days. Selecting only the end date sets the range to about 10 days before that date; selecting only the start date sets the range up to today. The end date is inclusive. |
| Phone | Recipient's phone number. | Visible by default. |
| Recipient's email address. | Visible by default. | |
| Order id | Order associated with the notification. | Use to see all notifications for an order. |
| Customer ID | Customer associated with the notification. | |
| Sent | Yes: sent records; No: not sent records. | Selecting All shows both. |
| Sent date | Date range when the notification was sent. | End date inclusive. |
Only in All notifications view:
| Field | Purpose | Tip |
|---|---|---|
| Fell back | Records sent via fail-over service because the primary service failed. | Select Yes to detect provider issues. |
| Provider type | Email, SMS, or Push. | |
| Service | Service that sent the notification. | Options come from defined provider services. |
Only in OTP view:
| Field | Purpose | Tip |
|---|---|---|
| OTP code | Sent verification code. | |
| IP address | IP address of the device requesting the code. | |
| Synced | Filters records by Yes / No. | Related to Synced field in detail. |
| Confirmation date | Date range filtering by Synced time in detail. | End date inclusive. |
| Message type | SMS, Email, Call, or Push. | |
| Service | Service that sent the notification. |
Date filters are interpreted as days in your workspace's time zone.
List
| Column | Meaning |
|---|---|
| Message type | Type of notification (bold row); below it, subject or service name if no subject. This column cannot be hidden. |
| Recipient | Phone number and/or email address. If both exist, shown separated by a dot. |
| Created | Date and time the notification record was created. |
| Sent | Date and time the notification was sent; — if not sent. |
| Status | Sent (green) or Not sent (yellow). In OTP view, records with a sent date count as Sent. |
| Service | Service that sent the notification. |
| Order | Associated order id. Hidden by default. |
| Code | (OTP) Sent verification code. Hidden by default. |
| IP address | (OTP) IP address of the device requesting the code. |
| Confirmed | (OTP) Whether the code was confirmed: Yes / No. |
In OTP view, Code, Service, and Order columns are hidden by default. The Code column is intentionally hidden to prevent exposure of codes in environments where others may see your screen; enable it via the Columns menu if needed. Your column preferences are saved in your browser.
Page size can be 25, 50, or 100; default is 25 and applies immediately. Clicking column headers does not sort; no sorting option exists. The refresh icon reloads the list without changing filters. Clicking a row or selecting Open detail from the row's three-dot menu opens the record detail page.
Statuses
| Status (on screen) | Meaning | Next step |
|---|---|---|
| Sent | Notification was sent to the recipient. | If the recipient still claims non-receipt, check the Logs tab in detail and verify recipient info. |
| Not sent | Notification was created but not yet sent or failed to send. | Review attempt results in the Logs tab; resend if necessary using Resend. |
Detail page
At the top of the detail page, the notification type is shown as the title, with recipient phone, email, and service below. On the right, the sending status (Sent / Not sent) and, if authorized, the Resend button appear. Back to records returns to the previous browser page; if you came from the list, your filters are preserved.
Detail tab
The left card shows notification ID and recipient info; the right card shows timing and sending info:
| Field | Meaning |
|---|---|
| Identity | Unique record number. |
| Message type | Notification type. |
| Subject | Email subject (if any). |
| Recipient | Phone and/or email. |
| Recipient name | Recipient's name. |
| CC / BCC | Carbon copy and blind carbon copy recipients. |
| Customer / Order | Customer and order IDs associated with the notification. |
| Created | Time the record was created. |
| Sent | Time the notification was sent. |
| Completed | Time the process was completed. |
| Planned service | Service planned to send the notification. |
| Fail-over service | Service used if the primary service fails. |
| Provider type | Provider type such as Email, SMS. |
| Correlation id | ID linking this record to the generating process. |
| Attempts | Number of sending attempts. |
Records opened from the OTP view also show a third card with fields Code, Confirmed, IP address, Synced, Reference code, Customer event, New phone, and New email.
Content tab
Shows the subject and body of the notification sent to the recipient. Content loads when the tab is opened. If no formatted body exists, plain text is shown; if no content is found, the message No body was found in storage for this record. appears.
Logs tab
The number next to the tab name shows the count of log lines. If no logs exist, No records found is shown. Each line represents a sending attempt:
| Column | Meaning |
|---|---|
| Identity | Log line number. |
| Created | Time of the attempt. |
| Service / Service id | Service that made the attempt. |
| Status | Whether the attempt succeeded: Yes (green) / No (red). |
| Message | Explanation returned by the service; check here for failure reasons. |
| Record id | Notification record the log belongs to. |
History tab
Lists past events related to the record: Identity, Created, Triggered by, IP address, Customer, and Record id. The number next to the tab name is the count of rows; if none, No records found is shown.
Actions
Resend
Used to resend a notification that was not sent or did not reach the recipient to the same recipient.
- Open the record's detail page.
- Click the Resend button at the top right.
- In the popup, review the warning "This action sends a real email/SMS and cannot be undone.", the one-time sending note, and verify the notification type and recipient info.
- Confirm by clicking Resend in the popup; cancel with Cancel.
If accepted, a Resend queued notification appears and the record info refreshes. If rejected, a notification titled Something went wrong shows the reason; the popup closes in both cases.
This action sends a real email/SMS and cannot be undone. A record can be resent only once; subsequent attempts do not send emails/SMS.
The button appears regardless of the record's Sent or Not sent status; check the Logs tab before sending to confirm necessity. The button is not shown for records opened from the OTP view; verification codes cannot be resent. If you do not see the button, your account lacks permission for this action.
Common issues
- List is empty. If no date is entered, only the last 10 days' records appear; to find older notifications, extend the Created date range. Then check any active detailed filters or press Clear.
- Can't find the verification code. OTP records are listed only in the OTP view. Switch views and press Filter.
- Opening an OTP record shows "No records found." Open OTP record details from the list in the OTP view; links opened by other means may not find the record. This message also appears if the record was deleted or does not belong to your workspace.
- Code column is not visible. In OTP view, the Code column is hidden by default; enable it from the Columns menu.
- "Notification service not defined" message when opening a record. No notification service is configured for your workspace; contact your system administrator.
- "Something went wrong" appears instead of the list. Records could not be retrieved. Click the refresh icon or Retry; if the problem persists, report the error details to your system administrator.
- Resent but notification did not go out. If a record was already resent once, subsequent attempts do not send notifications. Check the last status in the Logs tab.