Review queued email and delivery issues
Inspect pending messages and clear the queue only after identifying the underlying problem.
Feature pathSetup → Email Templates / Email queue
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Inspect pending messages and clear the queue only after identifying the underlying problem. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open the affected area: Setup → Email Templates / Email queue.
- Capture the exact record, user, time, status and message involved; avoid changing multiple settings at once.
- Check user permissions, record assignment and active/inactive status first.
- Confirm required configuration such as SMTP, cron, gateway credentials, webhook URL or contact permissions.
- Review activity, email, pipe or gateway logs available in Britixo CRM and the connected service.
- Retest with a controlled record after correcting one identified cause.
- Escalate with the captured evidence if the issue remains; do not expose credentials or personal data in screenshots.
Important fields and decisions
Record title or nameConfirm this information is accurate and appropriate for the record.
Related customer or recordConfirm this information is accurate and appropriate for the record.
Owner or assigneeConfirm this information is accurate and appropriate for the record.
StatusConfirm this information is accurate and appropriate for the record.
DatesConfirm this information is accurate and appropriate for the record.
Notes and attachmentsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Confirm the related record.
- Use clear, searchable text.
- Review visibility and permissions before saving.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:paymentcheckapprovalinvoiceschedulingserviceclient portalnotificationsemailcustomers
Related guides
Was this guide helpful?