Checking the Status of a Portal Notification

After a Portal email notification has been sent, you can check that it was sent successfully in the notification email queue. If a recipient does not receive or cannot find a notification, you can resend the notification.

Note: Checking the status will only indicate whether the email was successfully sent by the CCH Axcess server. CCH Axcess cannot verify that the email was successfully received by the recipient's server.

To check the status of a sent email notification, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  2. Click Portal > Email Queue on the navigation panel.
  3. Select the event notification that you want to check the status of in the Select an event list.

    Note: The Select an event list only includes events for which notifications are enabled on the Email Notifications window.

  4. Narrow the list by doing any of the following as needed until you have located the notification:
    • Enter a client sort name in the search text box. All notifications of the selected type that were sent to that client in the prior two weeks displays in the queue.
    • Click the arrow button to the right of the search text box and select a different filter. If you select Show All Clients, all sent notifications of the selected type from the prior two weeks display in the queue. If you select Email Address, you must enter an email address in the search text box. All notifications of the selected type that were sent to or from that email address in the prior two weeks display in the queue.
    • Click a column header in the grid to sort the results in ascending order by that column. Click the column header again to sort the list in descending order by that column.
    • Click the filter icon for a column to view and select filters for that column.
  5. Review the Sent Status column for the notification to verify if the send was successful.
  6. Click the Refresh Grid button to view updated status of the listed emails as needed.

Note: If the email queue shows that a notification was sent to multiple clients or recipients, hovering your pointer over the Multiple clients or Multiple recipients item displays a full list of the clients or recipients who received the notification.