How to View the History of Sent Communications in SteepleMate

How to View the History of Sent Communications in SteepleMate

Tracking the history of sent communications in SteepleMate is essential for effective communication management, ensuring accountability, and keeping documentation organized. Follow these simple steps to access the full history of your sent messages.


Step 1: Navigate to the Messaging Feature

  1. Access the Communication Section
    • From the left navigation menu, click on Communicate.
    • Select Send Messages to access the message center.

Step 2: View Sent Messages

  1. Edit/View Sent Messages

    • Click on Edit/View to see the list of messages that have been sent.
  2. View All History

    • Select All History to view the complete history of sent messages.

Step 3: View Messages from All Senders

  1. Show Messages from All Senders
    • Click on Show Messages From All Senders to view messages sent by other users in your organization, not just your own.

      • Related Articles

      • How to Track External Communications

        SteepleMate makes it easy to log and manage external communications such as phone calls, emails, or in-person meetings with group members, volunteers, and staff. Keeping a detailed record of these interactions helps you stay organized and ensures ...
      • SteepleMate Access Levels

        Understanding the different access levels within SteepleMate helps ensure that everyone has the right tools and permissions to perform their role effectively. This guide outlines the capabilities tied to each access level, from the most basic user ...
      • Information Entry and Group Access Settings in SteepleMate

        SteepleMate's Information Entry and Visibility Defaults section gives you complete control over who can view and manage your church's directory, set default information, and customize group leader access. You can also adjust the look and feel of the ...
      • How to View and Export the Giving Detail Report in SteepleMate

        The Giving Detail Report in SteepleMate provides a comprehensive overview of recent donations, categorized by your chosen criteria. This guide explains how to view, filter, and export the report, as well as how to manage duplicates and understand the ...
      • SteepleMate Launch Roadmap: Piecing Together Your Church's Success

        Welcome to SteepleMate! We recognize the immense potential SteepleMate holds for your church, but we also understand the challenges that come with navigating unfamiliar territory. That’s why we’re here to support you every step of the way. Our goal ...
      • Recent Articles

      • Export Contribution Statements in SteepleMate

        This guide will walk you through exporting contribution statements to PDF, XLSX, and image formats. While multiple file types are available, PDF and image formats are the most commonly used. Before You Begin Before exporting, ensure you have ...
      • How to Send Emails in SteepleMate

        This guide will walk you through using the email features in SteepleMate, including sending messages to individuals and groups. Composing a New Email Navigate to the Email Composer From the left navigation menu, select Communicate > Send Messages. ...
      • I accidentally deleted someone's profile. What can I recover?

        Can a deleted profile be recovered? Unfortunately, due to compliance requirements, once a profile has been expunged in SteepleMate, it cannot be recovered. This action is permanent and irreversible. Is any data retained after deletion? While the ...
      • How to Expunge a Person’s Data in SteepleMate

        SteepleMate provides an option to permanently delete a person's data from the system. This action is designed to help comply with privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) and the EU General Data Protection Regulation ...
      • How to Connect Your QuickBooks Account to SteepleMate

        SteepleMate is the only cloud-based church management system certified by Intuit, offering a direct integration with QuickBooks Online. This integration allows you to post journal entries for online giving and in-person offerings directly to ...